Modern Wealth Management’s Hewlett Packard HPE Stock Holding History

Modern Wealth Management’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	$1.32M	Buy	54,909 +5,595	+11%	+$124K	0.02%	370
2025 Q4	$1.18M	Sell	49,314 -555	-1%	-$13.1K	0.02%	374
2025 Q3	$1.22M	Buy	49,869 +100	+0.2%	+$2.21K	0.02%	351
2025 Q2	$1.02M	Sell	49,769 -9,133	-16%	-$153K	0.03%	368
2025 Q1	$909K	Buy	58,902 +27,327	+87%	+$544K	0.03%	316
2024 Q4	$674K	Buy	+31,575	New	+$667K	0.03%	316

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

Modern Wealth Management's HPE Position: Q1 2026 in Review

Modern Wealth Management increased its Hewlett Packard (HPE) stake by 11% in Q1 2026, buying an estimated $124K and bringing the position to 54,909 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #370.

Modern Wealth Management first reported a position in HPE in Q4 2024 and has held it in 6 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Modern Wealth Management held 54,909 shares of Hewlett Packard worth $1.32M as of Q1 2026.
Modern Wealth Management bought 5,595 Hewlett Packard shares in Q1 2026, an estimated $124K.
Hewlett Packard made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #370 holding.
Modern Wealth Management first reported a position in Hewlett Packard in Q4 2024 and has held it in 6 quarters since.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.