Herold Advisors’s Hewlett Packard HPE Stock Holding History

Herold Advisors’s Portfolio HPE Stock Details HPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Hold	9,089	–	–	0.05%	246
2025 Q4	$218K	Hold	9,089	–	–	0.05%	235
2025 Q3	$223K	Sell	9,089 -1,856	-17%	-$41K	0.05%	228
2025 Q2	$224K	Hold	10,945	–	–	0.05%	281
2025 Q1	$169K	Buy	10,945 +1,000	+10%	+$19.9K	0.04%	272
2024 Q4	$212K	Hold	9,945	–	–	0.05%	258
2024 Q3	$203K	Hold	9,945	–	–	0.04%	259
2024 Q2	$211K	Buy	+9,945	New	+$183K	0.05%	245
2024 Q1	–	Sell	-11,904	Closed	-$202K	–	273
2023 Q4	$202K	Sell	11,904 -700	-6%	-$11.4K	0.06%	235
2023 Q3	$219K	Buy	12,604 +189	+2%	+$3.25K	0.07%	225
2023 Q2	$209K	Hold	12,415	–	–	0.06%	229
2023 Q1	$198K	Hold	12,415	–	–	0.07%	223
2022 Q4	$198K	Buy	+12,415	New	+$183K	0.08%	198
2022 Q2	–	Sell	-8,900	Closed	-$149K	–	388
2022 Q1	$149K	Buy	+8,900	New	+$149K	0.05%	235
2021 Q4	–	Sell	-8,200	Closed	-$116K	–	375
2021 Q3	$116K	Buy	+8,200	New	+$118K	0.05%	256

Other funds holding HPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Herold Advisors's HPE Position: Q1 2026 in Review

Herold Advisors held its Hewlett Packard (HPE) position steady in Q1 2026 at 9,089 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #246.

Herold Advisors first reported a position in HPE in Q3 2021 and has held it in 15 quarters since. The position peaked at $224K in Q2 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Herold Advisors held 9,089 shares of Hewlett Packard worth $216K as of Q1 2026.
Herold Advisors left its Hewlett Packard share count unchanged in Q1 2026.
Hewlett Packard made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #246 holding.
Herold Advisors first reported a position in Hewlett Packard in Q3 2021 and has held it in 15 quarters since.
Herold Advisors's Hewlett Packard position peaked at $224K in Q2 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.