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 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

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

IAG Wealth Partners's HPE Position: Q1 2026 in Review

IAG Wealth Partners held its Hewlett Packard (HPE) position steady in Q1 2026 at 975 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

IAG Wealth Partners first reported a position in HPE in Q3 2024 and has held it in 3 quarters since. The position peaked at $23.4K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

IAG Wealth Partners held 975 shares of Hewlett Packard worth $23.2K as of Q1 2026.
IAG Wealth Partners left its Hewlett Packard share count unchanged in Q1 2026.
Hewlett Packard made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #289 holding.
IAG Wealth Partners first reported a position in Hewlett Packard in Q3 2024 and has held it in 3 quarters since.
IAG Wealth Partners's Hewlett Packard position peaked at $23.4K in Q4 2025.
1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.