Legacy Capital Group California’s Hewlett Packard HPE Stock Holding History

Legacy Capital Group California’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	$846K	Sell	35,543 -3,989	-10%	-$88.4K	0.32%	89
2025 Q4	$950K	Sell	39,532 -384	-1%	-$9.05K	0.23%	115
2025 Q3	$980K	Sell	39,916 -3	-0%	-$66	0.25%	108
2025 Q2	$816K	Sell	39,919 -916	-2%	-$15.4K	0.23%	115
2025 Q1	$630K	Buy	40,835 +6,011	+17%	+$120K	0.22%	125
2024 Q4	$743K	Sell	34,824 -333	-0.9%	-$7.03K	0.23%	121
2024 Q3	$719K	Sell	35,157 -2,480	-7%	-$47.4K	0.24%	122
2024 Q2	$797K	Buy	37,637 +365	+1%	+$6.73K	0.29%	99
2024 Q1	$661K	Sell	37,272 -6,767	-15%	-$110K	0.24%	137
2023 Q4	$748K	Buy	44,039 +99	+0.2%	+$1.61K	0.29%	108
2023 Q3	$763K	Buy	43,940 +324	+0.7%	+$5.57K	0.33%	88
2023 Q2	$733K	Buy	43,616 +6,378	+17%	+$97.5K	0.3%	95
2023 Q1	$593K	Buy	+37,238	New	+$585K	0.29%	106

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

Legacy Capital Group California's HPE Position: Q1 2026 in Review

Legacy Capital Group California reduced its Hewlett Packard (HPE) stake by 10% in Q1 2026, selling an estimated $88.4K and leaving 35,543 shares worth $846K. The position accounts for 0.32% of the portfolio, ranked #89.

Legacy Capital Group California first reported a position in HPE in Q1 2023 and has held it in 13 quarters since. The position peaked at $980K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Legacy Capital Group California held 35,543 shares of Hewlett Packard worth $846K as of Q1 2026.
Legacy Capital Group California sold 3,989 Hewlett Packard shares in Q1 2026, an estimated $88.4K.
Hewlett Packard made up 0.32% of Legacy Capital Group California's portfolio in Q1 2026, its #89 holding.
Legacy Capital Group California first reported a position in Hewlett Packard in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Hewlett Packard position peaked at $980K in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.