Oxford Wealth Group’s Hewlett Packard HPE Stock Holding History

Oxford Wealth Group’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	$383K	Sell	16,083 -310	-2%	-$6.87K	0.21%	70
2025 Q4	$394K	Buy	+16,393	New	+$386K	0.19%	68

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

Oxford Wealth Group's HPE Position: Q1 2026 in Review

Oxford Wealth Group reduced its Hewlett Packard (HPE) stake by 1.9% in Q1 2026, selling an estimated $6.87K and leaving 16,083 shares worth $383K. The position accounts for 0.21% of the portfolio, ranked #70.

Oxford Wealth Group first reported a position in HPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $394K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Oxford Wealth Group held 16,083 shares of Hewlett Packard worth $383K as of Q1 2026.
Oxford Wealth Group sold 310 Hewlett Packard shares in Q1 2026, an estimated $6.87K.
Hewlett Packard made up 0.21% of Oxford Wealth Group's portfolio in Q1 2026, its #70 holding.
Oxford Wealth Group first reported a position in Hewlett Packard in Q4 2025 and has held it in 2 quarters since.
Oxford Wealth Group's Hewlett Packard position peaked at $394K in Q4 2025.
1,112 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.