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North Ridge Wealth Advisors’s Hewlett Packard HPE Stock Holding History

North Ridge 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 		$18.5K Hold
779
– – 0.01% 114
2025
Q4 		$18.7K Hold
779
– – 0.01% 104
2025
Q3 		$19.1K Hold
779
– – 0.01% 114
2025
Q2 		$15.9K Hold
779
– – 0.01% 107
2025
Q1 		$12K Buy
779
+573
+278% +$11.4K 0.01% 109
2024
Q4 		$4.4K Buy
+206
New +$4.35K ﹤0.01% 133

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

North Ridge Wealth Advisors's HPE Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Hewlett Packard (HPE) position steady in Q1 2026 at 779 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #114.

North Ridge Wealth Advisors first reported a position in HPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.1K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • North Ridge Wealth Advisors held 779 shares of Hewlett Packard worth $18.5K as of Q1 2026.
  • North Ridge Wealth Advisors left its Hewlett Packard share count unchanged in Q1 2026.
  • Hewlett Packard made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • North Ridge Wealth Advisors first reported a position in Hewlett Packard in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Hewlett Packard position peaked at $19.1K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.