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Neville Rodie & Shaw’s Hewlett Packard HPE Stock Holding History

Neville Rodie & Shaw’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
Q3 		$476K Sell
7,444
-1,000
-12% -$52.9K 0.03% 174
2026
Q2 		$381K Sell
8,444
-500
-6% -$18.1K 0.02% 190
2026
Q1 		$213K Hold
8,944
– – 0.02% 229
2025
Q4 		$215K Hold
8,944
– – 0.02% 234
2025
Q3 		$220K Sell
8,944
-2,500
-22% -$55.3K 0.02% 227
2025
Q2 		$234K Sell
11,444
-9,332
-45% -$156K 0.02% 225
2025
Q1 		$321K Hold
20,776
– – 0.03% 209
2024
Q4 		$444K Buy
20,776
+4,000
+24% +$84.4K 0.03% 194
2024
Q3 		$343K Hold
16,776
– – 0.03% 212
2024
Q2 		$355K Hold
16,776
– – 0.03% 203
2024
Q1 		$297K Hold
16,776
– – 0.02% 218
2023
Q4 		$285K Sell
16,776
-5,012
-23% -$81.7K 0.02% 218
2023
Q3 		$378K Sell
21,788
-12
-0.1% -$206 0.03% 199
2023
Q2 		$366K Hold
21,800
– – 0.03% 203
2023
Q1 		$348K Hold
21,800
– – 0.03% 204
2022
Q4 		$348K Hold
21,800
– – 0.03% 205
2022
Q3 		$262K Sell
21,800
-2,250
-9% -$30.6K 0.03% 221
2022
Q2 		$319K Hold
24,050
– – 0.03% 211
2022
Q1 		$392K Hold
24,050
– – 0.03% 208
2021
Q4 		$379K Hold
24,050
– – 0.03% 208
2021
Q3 		$343K Hold
24,050
– – 0.03% 211
2021
Q2 		$351K Hold
24,050
– – 0.03% 213
2021
Q1 		$379K Sell
24,050
-1,421
-6% -$19.7K 0.03% 202
2020
Q4 		$302K Hold
25,471
– – 0.03% 202
2020
Q3 		$238K Sell
25,471
-400
-2% -$3.82K 0.02% 213
2020
Q2 		$252K Hold
25,871
– – 0.03% 209
2020
Q1 		$251K Hold
25,871
– – 0.03% 195
2019
Q4 		$410K Hold
25,871
– – 0.04% 187
2019
Q3 		$392K Hold
25,871
– – 0.04% 185
2019
Q2 		$387K Sell
25,871
-200
-0.8% -$3.03K 0.04% 187
2019
Q1 		$403K Hold
26,071
– – 0.04% 189
2018
Q4 		$344K Hold
26,071
– – 0.04% 184
2018
Q3 		$425K Sell
26,071
-2,350
-8% -$37.6K 0.04% 180
2018
Q2 		$415K Hold
28,421
– – 0.04% 179
2018
Q1 		$499K Hold
28,421
– – 0.06% 164
2017
Q4 		$408K Hold
28,421
– – 0.04% 184
2017
Q3 		$418K Sell
28,421
-8,214
-22% -$112K 0.05% 177
2017
Q2 		$472K Sell
36,635
-12,265
-25% -$171K 0.05% 169
2017
Q1 		$674K Hold
48,900
– – 0.08% 155
2016
Q4 		$658K Hold
48,900
– – 0.08% 152
2016
Q3 		$647K Hold
48,900
– – 0.08% 159
2016
Q2 		$519K Hold
48,900
– – 0.06% 175
2016
Q1 		$504K Hold
48,900
– – 0.06% 172
2015
Q4 		$432K Buy
+48,900
New +$409K 0.05% 186

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Neville Rodie & Shaw's HPE Position: Q3 2026 in Review

Neville Rodie & Shaw reduced its Hewlett Packard (HPE) stake by 12% in Q3 2026, selling an estimated $52.9K and leaving 7,444 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #174.

Neville Rodie & Shaw first reported a position in HPE in Q4 2015 and has held it in 44 quarters since. The position peaked at $674K in Q1 2017. 57 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Neville Rodie & Shaw held 7,444 shares of Hewlett Packard worth $476K as of Q3 2026.
  • Neville Rodie & Shaw sold 1,000 Hewlett Packard shares in Q3 2026, an estimated $52.9K.
  • Hewlett Packard made up 0.03% of Neville Rodie & Shaw's portfolio in Q3 2026, its #174 holding.
  • Neville Rodie & Shaw first reported a position in Hewlett Packard in Q4 2015 and has held it in 44 quarters since.
  • Neville Rodie & Shaw's Hewlett Packard position peaked at $674K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Neville Rodie & Shaw's 13F filing for Q3 2026, filed 5 Oct 2026.