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Lifeworks Advisors’s Hewlett Packard HPE Stock Holding History

Lifeworks Advisors’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 		$7.41M Buy
311,370
+62,844
+25% +$1.39M 0.95% 30
2025
Q4 		$5.97M Buy
248,526
+32,782
+15% +$772K 0.77% 37
2025
Q3 		$5.3M Buy
215,744
+47,855
+29% +$1.06M 0.71% 44
2025
Q2 		$3.43M Buy
167,889
+22,203
+15% +$372K 0.51% 60
2025
Q1 		$2.25M Buy
145,686
+6,136
+4% +$122K 0.37% 72
2024
Q4 		$2.98M Buy
139,550
+26,786
+24% +$565K 0.54% 58
2024
Q3 		$2.31M Buy
112,764
+10,409
+10% +$199K 0.45% 67
2024
Q2 		$2.17M Sell
102,355
-11,600
-10% -$214K 0.6% 52
2024
Q1 		$2.02M Buy
113,955
+18,035
+19% +$293K 0.57% 55
2023
Q4 		$1.63M Buy
95,920
+20,188
+27% +$329K 0.56% 57
2023
Q3 		$1.32M Sell
75,732
-993
-1% -$17.1K 0.51% 60
2023
Q2 		$1.29M Buy
76,725
+7,116
+10% +$109K 0.55% 61
2023
Q1 		$1.11M Sell
69,609
-13,719
-16% -$216K 0.52% 70
2022
Q4 		$1.33M Buy
83,328
+3,161
+4% +$46.6K 0.75% 46
2022
Q3 		$1.14M Buy
+80,167
New +$1.09M 0.65% 55

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Lifeworks Advisors's HPE Position: Q1 2026 in Review

Lifeworks Advisors increased its Hewlett Packard (HPE) stake by 25% in Q1 2026, buying an estimated $1.39M and bringing the position to 311,370 shares worth $7.41M. The position accounts for 0.95% of the portfolio, ranked #30.

Lifeworks Advisors first reported a position in HPE in Q3 2022 and has held it in 15 quarters since. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Lifeworks Advisors held 311,370 shares of Hewlett Packard worth $7.41M as of Q1 2026.
  • Lifeworks Advisors bought 62,844 Hewlett Packard shares in Q1 2026, an estimated $1.39M.
  • Hewlett Packard made up 0.95% of Lifeworks Advisors's portfolio in Q1 2026, its #30 holding.
  • Lifeworks Advisors first reported a position in Hewlett Packard in Q3 2022 and has held it in 15 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.