Long Run Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Long Run Wealth 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
2025 Q4	$1.68M	Buy	69,810 +1,804	+3%	+$42.5K	0.32%	55
2025 Q3	$1.67M	Sell	68,006 -16,817	-20%	-$372K	0.33%	53
2025 Q2	$1.73M	Sell	84,823 -4,109	-5%	-$68.9K	0.36%	49
2025 Q1	$1.37M	Buy	88,932 +29,400	+49%	+$585K	0.31%	59
2024 Q4	$1.27M	Sell	59,532 -7,669	-11%	-$162K	0.3%	55
2024 Q3	$1.37M	Buy	67,201 +3,011	+5%	+$57.5K	0.32%	55
2024 Q2	$1.36M	Sell	64,190 -613	-0.9%	-$11.3K	0.34%	54
2024 Q1	$1.15M	Buy	64,803 +1,488	+2%	+$24.2K	0.3%	58
2023 Q4	$1.08M	Sell	63,315 -2,601	-4%	-$42.4K	0.31%	56
2023 Q3	$1.14M	Sell	65,916 -3,259	-5%	-$56.1K	0.37%	51
2023 Q2	$1.16M	Sell	69,175 -27,898	-29%	-$427K	0.37%	54
2023 Q1	$1.55M	Sell	97,073 -26	-0%	-$408	0.53%	48
2022 Q4	$1.55M	Buy	97,099 +1,998	+2%	+$29.5K	0.56%	46
2022 Q3	$1.14M	Buy	+95,101	New	+$1.29M	0.45%	53

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Run Wealth Advisors's HPE Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Hewlett Packard (HPE) stake by 2.7% in Q4 2025, buying an estimated $42.5K and bringing the position to 69,810 shares worth $1.68M. The position accounts for 0.32% of the portfolio, ranked #55.

Long Run Wealth Advisors first reported a position in HPE in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.73M in Q2 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

Long Run Wealth Advisors held 69,810 shares of Hewlett Packard worth $1.68M as of Q4 2025.
Long Run Wealth Advisors bought 1,804 Hewlett Packard shares in Q4 2025, an estimated $42.5K.
Hewlett Packard made up 0.32% of Long Run Wealth Advisors's portfolio in Q4 2025, its #55 holding.
Long Run Wealth Advisors first reported a position in Hewlett Packard in Q3 2022 and has held it in 14 quarters since.
Long Run Wealth Advisors's Hewlett Packard position peaked at $1.73M in Q2 2025.
1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.