NewEdge Wealth’s Hewlett Packard HPE Stock Holding History

NewEdge Wealth’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	$456K	Sell	19,161 -23,401	-55%	-$519K	0.01%	839
2025 Q4	$1.02M	Buy	42,562 +17,362	+69%	+$409K	0.01%	624
2025 Q3	$597K	Sell	25,200 -114,358	-82%	-$2.53M	0.01%	700
2025 Q2	$2.85M	Sell	139,558 -1,330	-0.9%	-$22.3K	0.04%	309
2025 Q1	$2.17M	Buy	140,888 +5,030	+4%	+$100K	0.04%	344
2024 Q4	$2.9M	Buy	135,858 +12,253	+10%	+$259K	0.05%	279
2024 Q3	$2.53M	Buy	+123,605	New	+$2.36M	0.05%	308

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

NewEdge Wealth's HPE Position: Q1 2026 in Review

NewEdge Wealth reduced its Hewlett Packard (HPE) stake by 55% in Q1 2026, selling an estimated $519K and leaving 19,161 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #839.

NewEdge Wealth first reported a position in HPE in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q4 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

NewEdge Wealth held 19,161 shares of Hewlett Packard worth $456K as of Q1 2026.
NewEdge Wealth sold 23,401 Hewlett Packard shares in Q1 2026, an estimated $519K.
Hewlett Packard made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #839 holding.
NewEdge Wealth first reported a position in Hewlett Packard in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Hewlett Packard position peaked at $2.9M in Q4 2024.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.