Pines Wealth Management
HPE icon

Pines Wealth Management’s Hewlett Packard HPE Stock Holding History

Pines Wealth Management’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 		$1.94M Sell
30,390
-2,159
-7% -$114K 0.55% 42
2026
Q2 		$1.47M Sell
32,549
-3,415
-9% -$123K 0.42% 65
2026
Q1 		$856K Buy
35,964
+521
+1% +$11.5K 0.28% 97
2025
Q4 		$851K Buy
35,443
+1,533
+5% +$36.1K 0.27% 88
2025
Q3 		$833K Buy
33,910
+2,168
+7% +$47.9K 0.28% 92
2025
Q2 		$677K Buy
31,742
+1,701
+6% +$28.5K 0.24% 101
2025
Q1 		$376K Buy
30,041
+3,766
+14% +$75K 0.17% 131
2024
Q4 		$580K Buy
+26,275
New +$555K 0.25% 104

Other funds holding HPE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pines Wealth Management's HPE Position: Q3 2026 in Review

Pines Wealth Management reduced its Hewlett Packard (HPE) stake by 6.6% in Q3 2026, selling an estimated $114K and leaving 30,390 shares worth $1.94M. The position accounts for 0.55% of the portfolio, ranked #42.

Pines Wealth Management first reported a position in HPE in Q4 2024 and has held it in 8 quarters since. 1,191 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Pines Wealth Management held 30,390 shares of Hewlett Packard worth $1.94M as of Q3 2026.
  • Pines Wealth Management sold 2,159 Hewlett Packard shares in Q3 2026, an estimated $114K.
  • Hewlett Packard made up 0.55% of Pines Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Pines Wealth Management first reported a position in Hewlett Packard in Q4 2024 and has held it in 8 quarters since.
  • 1,191 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.