MSWA
HPE icon

Marshall & Sterling Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Marshall & Sterling 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
2026
Q1 		– Sell
-41
Closed -$985 – 355
2025
Q4 		$985 Sell
41
-1,382
-97% -$32.6K ﹤0.01% 309
2025
Q3 		$34.9K Hold
1,423
– – 0.02% 212
2025
Q2 		$29.1K Sell
1,423
-123
-8% -$2.06K 0.02% 224
2025
Q1 		$23.9K Buy
+1,546
New +$30.8K 0.02% 238

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

Marshall & Sterling Wealth Advisors's HPE Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 41 shares — an estimated $985 sold.

Marshall & Sterling Wealth Advisors first reported a position in HPE in Q1 2025 and held it in 4 quarters. The position peaked at $34.9K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 41 Hewlett Packard shares in Q1 2026, an estimated $985.
  • Marshall & Sterling Wealth Advisors first reported a position in Hewlett Packard in Q1 2025 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Hewlett Packard position peaked at $34.9K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.