Peterson Wealth Services’s Hewlett Packard HPE Stock Holding History

Peterson Wealth Services’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	$838K	Buy	13,111 +1,346	+11%	+$71.3K	0.18%	81
2026 Q2	$531K	Sell	11,765 -78	-0.7%	-$2.82K	0.12%	100
2026 Q1	$282K	Buy	11,843 +2,254	+24%	+$49.9K	0.07%	113
2025 Q4	$230K	Sell	9,589 -6,179	-39%	-$146K	0.06%	109
2025 Q3	$235K	Buy	15,768 +6,652	+73%	+$147K	0.06%	112
2025 Q2	$186K	Sell	9,116 -869	-9%	-$14.6K	0.05%	122
2025 Q1	$154K	Sell	9,985 -281	-3%	-$5.6K	0.05%	128
2024 Q4	$219K	Buy	10,266 +40	+0.4%	+$844	0.07%	114
2024 Q3	$209K	Buy	+10,226	New	+$195K	0.07%	120

Other funds holding HPE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Peterson Wealth Services's HPE Position: Q3 2026 in Review

Peterson Wealth Services increased its Hewlett Packard (HPE) stake by 11% in Q3 2026, buying an estimated $71.3K and bringing the position to 13,111 shares worth $838K. The position accounts for 0.18% of the portfolio, ranked #81.

Peterson Wealth Services first reported a position in HPE in Q3 2024 and has held it in 9 quarters since. 1,053 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Peterson Wealth Services held 13,111 shares of Hewlett Packard worth $838K as of Q3 2026.
Peterson Wealth Services bought 1,346 Hewlett Packard shares in Q3 2026, an estimated $71.3K.
Hewlett Packard made up 0.18% of Peterson Wealth Services's portfolio in Q3 2026, its #81 holding.
Peterson Wealth Services first reported a position in Hewlett Packard in Q3 2024 and has held it in 9 quarters since.
1,053 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.