Patten & Patten’s Hewlett Packard HPE Stock Holding History

Patten & Patten’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	$293K	Sell	12,298 -500	-4%	-$11.1K	0.02%	293
2025 Q4	$307K	Sell	12,798 -1,750	-12%	-$41.2K	0.02%	286
2025 Q3	$357K	Hold	14,548	–	–	0.02%	276
2025 Q2	$298K	Buy	14,548 +4,525	+45%	+$75.9K	0.02%	269
2025 Q1	$155K	Hold	10,023	–	–	0.01%	315
2024 Q4	$214K	Hold	10,023	–	–	0.01%	302
2024 Q3	$205K	Sell	10,023 -500	-5%	-$9.55K	0.01%	307
2024 Q2	$223K	Sell	10,523 -10,000	-49%	-$184K	0.02%	287
2024 Q1	$364K	Buy	20,523 +4,350	+27%	+$70.6K	0.03%	241
2023 Q4	$275K	Buy	16,173 +2,500	+18%	+$40.7K	0.02%	243
2023 Q3	$238K	Buy	+13,673	New	+$235K	0.02%	251

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

Patten & Patten's HPE Position: Q1 2026 in Review

Patten & Patten reduced its Hewlett Packard (HPE) stake by 3.9% in Q1 2026, selling an estimated $11.1K and leaving 12,298 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #293.

Patten & Patten first reported a position in HPE in Q3 2023 and has held it in 11 quarters since. The position peaked at $364K in Q1 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Patten & Patten held 12,298 shares of Hewlett Packard worth $293K as of Q1 2026.
Patten & Patten sold 500 Hewlett Packard shares in Q1 2026, an estimated $11.1K.
Hewlett Packard made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #293 holding.
Patten & Patten first reported a position in Hewlett Packard in Q3 2023 and has held it in 11 quarters since.
Patten & Patten's Hewlett Packard position peaked at $364K in Q1 2024.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.