Level Four Advisory Services’s Hewlett Packard HPE Stock Holding History

Level Four Advisory Services’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	$503K	Sell	21,105 -661	-3%	-$14.6K	0.02%	585
2025 Q4	$523K	Sell	21,766 -267	-1%	-$6.29K	0.02%	558
2025 Q3	$541K	Buy	22,033 +656	+3%	+$14.5K	0.02%	534
2025 Q2	$437K	Sell	21,377 -4,219	-16%	-$70.7K	0.02%	558
2025 Q1	$395K	Sell	25,596 -5,842	-19%	-$116K	0.02%	553
2024 Q4	$671K	Buy	31,438 +3,672	+13%	+$77.5K	0.03%	435
2024 Q3	$541K	Buy	+27,766	New	+$531K	0.02%	488
2021 Q1	–	Sell	-10,517	Closed	-$125K	–	645
2020 Q4	$125K	Sell	10,517 -3,271	-24%	-$34.3K	0.01%	579
2020 Q3	$129K	Sell	13,788 -1,773	-11%	-$16.9K	0.01%	528
2020 Q2	$151K	Sell	15,561 -7,319	-32%	-$71.9K	0.01%	548
2020 Q1	$222K	Sell	22,880 -19	-0.1%	-$249	0.03%	438
2019 Q4	$362K	Buy	22,899 +1,018	+5%	+$16.3K	0.01%	430
2019 Q3	$332K	Buy	21,881 +1,283	+6%	+$18.2K	0.03%	382
2019 Q2	$308K	Buy	20,598 +2,324	+13%	+$35.2K	0.03%	416
2019 Q1	$282K	Sell	18,274 -127	-0.7%	-$1.96K	0.03%	426
2018 Q4	$243K	Buy	18,401 +284	+2%	+$4.25K	0.03%	442
2018 Q3	$295K	Buy	18,117 +242	+1%	+$3.88K	0.03%	466
2018 Q2	$261K	Buy	17,875 +250	+1%	+$4.15K	0.02%	514
2018 Q1	$309K	Buy	17,625 +2,219	+14%	+$37.7K	0.02%	437
2017 Q4	$221K	Buy	15,406 +99	+0.6%	+$1.41K	0.02%	501
2017 Q3	$225K	Sell	15,307 -4,266	-22%	-$58.2K	0.02%	467
2017 Q2	$272K	Sell	19,573 -6,554	-25%	-$91.3K	0.04%	397
2017 Q1	$272K	Buy	26,127 +5,227	+25%	+$70.2K	0.03%	434
2016 Q4	$281K	Buy	+20,900	New	+$279K	0.04%	375

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

Level Four Advisory Services's HPE Position: Q1 2026 in Review

Level Four Advisory Services reduced its Hewlett Packard (HPE) stake by 3% in Q1 2026, selling an estimated $14.6K and leaving 21,105 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #585.

Level Four Advisory Services first reported a position in HPE in Q4 2016 and has held it in 24 quarters since. The position peaked at $671K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Level Four Advisory Services held 21,105 shares of Hewlett Packard worth $503K as of Q1 2026.
Level Four Advisory Services sold 661 Hewlett Packard shares in Q1 2026, an estimated $14.6K.
Hewlett Packard made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #585 holding.
Level Four Advisory Services first reported a position in Hewlett Packard in Q4 2016 and has held it in 24 quarters since.
Level Four Advisory Services's Hewlett Packard position peaked at $671K in Q4 2024.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.