IAG Wealth Partners
HPE icon

IAG Wealth Partners’s Hewlett Packard HPE Stock Holding History

IAG Wealth Partners’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
Q3 		$62.3K Hold
975
– – 0.01% 213
2026
Q2 		$44K Hold
975
– – ﹤0.01% 227
2026
Q1 		$23.2K Hold
975
– – ﹤0.01% 289
2025
Q4 		$23.4K Buy
+975
New +$23K ﹤0.01% 275
2024
Q4 		– Sell
-632
Closed -$12.9K – 519
2024
Q3 		$12.9K Buy
+632
New +$12.1K ﹤0.01% 317

Other funds holding HPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

IAG Wealth Partners's HPE Position: Q3 2026 in Review

IAG Wealth Partners held its Hewlett Packard (HPE) position steady in Q3 2026 at 975 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #213.

IAG Wealth Partners first reported a position in HPE in Q3 2024 and has held it in 5 quarters since. 995 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • IAG Wealth Partners held 975 shares of Hewlett Packard worth $62.3K as of Q3 2026.
  • IAG Wealth Partners left its Hewlett Packard share count unchanged in Q3 2026.
  • Hewlett Packard made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #213 holding.
  • IAG Wealth Partners first reported a position in Hewlett Packard in Q3 2024 and has held it in 5 quarters since.
  • 995 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.