Independent Advisor Alliance’s Hewlett Packard HPE Stock Holding History

Independent Advisor Alliance’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	$2M	Sell	83,827 -338	-0.4%	-$7.49K	0.02%	561
2025 Q4	$2.02M	Buy	84,165 +73,545	+693%	+$1.73M	0.05%	307
2025 Q3	$261K	Buy	10,620 +364	+4%	+$8.05K	0.01%	807
2025 Q2	$210K	Sell	10,256 -3,403	-25%	-$57K	0.01%	832
2025 Q1	$211K	Sell	13,659 -1,374	-9%	-$27.4K	0.01%	759
2024 Q4	$321K	Buy	+15,033	New	+$317K	﹤0.01%	1114
2023 Q4	–	Sell	-11,005	Closed	-$191K	–	691
2023 Q3	$191K	Buy	+11,005	New	+$189K	0.01%	613

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

Independent Advisor Alliance's HPE Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Hewlett Packard (HPE) stake by 0.4% in Q1 2026, selling an estimated $7.49K and leaving 83,827 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #561.

Independent Advisor Alliance first reported a position in HPE in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Independent Advisor Alliance held 83,827 shares of Hewlett Packard worth $2M as of Q1 2026.
Independent Advisor Alliance sold 338 Hewlett Packard shares in Q1 2026, an estimated $7.49K.
Hewlett Packard made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #561 holding.
Independent Advisor Alliance first reported a position in Hewlett Packard in Q3 2023 and has held it in 7 quarters since.
Independent Advisor Alliance's Hewlett Packard position peaked at $2.02M in Q4 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.