Phillips Wealth Planners’s Hewlett Packard HPE Stock Holding History

Phillips Wealth Planners’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	$395K	Sell	12,809 -3,878	-23%	-$85.9K	0.3%	114
2025 Q4	$351K	Sell	16,687 -159	-0.9%	-$3.75K	0.28%	115
2025 Q3	$418K	Sell	16,846 -26	-0.2%	-$575	0.35%	94
2025 Q2	$351K	Sell	16,872 -4,777	-22%	-$80.1K	0.32%	110
2025 Q1	$306K	Sell	21,649 -617	-3%	-$12.3K	0.32%	106
2024 Q4	$492K	Buy	22,266 +6,722	+43%	+$142K	0.49%	67
2024 Q3	$325K	Buy	+15,544	New	+$297K	0.31%	119

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

Phillips Wealth Planners's HPE Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Hewlett Packard (HPE) stake by 23% in Q1 2026, selling an estimated $85.9K and leaving 12,809 shares worth $395K. The position accounts for 0.3% of the portfolio, ranked #114.

Phillips Wealth Planners first reported a position in HPE in Q3 2024 and has held it in 7 quarters since. The position peaked at $492K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Phillips Wealth Planners held 12,809 shares of Hewlett Packard worth $395K as of Q1 2026.
Phillips Wealth Planners sold 3,878 Hewlett Packard shares in Q1 2026, an estimated $85.9K.
Hewlett Packard made up 0.3% of Phillips Wealth Planners's portfolio in Q1 2026, its #114 holding.
Phillips Wealth Planners first reported a position in Hewlett Packard in Q3 2024 and has held it in 7 quarters since.
Phillips Wealth Planners's Hewlett Packard position peaked at $492K in Q4 2024.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.