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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Pines Wealth Management's HPE Position: Q1 2026 in Review

Pines Wealth Management increased its Hewlett Packard (HPE) stake by 1.5% in Q1 2026, buying an estimated $11.5K and bringing the position to 35,964 shares worth $856K. The position accounts for 0.28% of the portfolio, ranked #97.

Pines Wealth Management first reported a position in HPE in Q4 2024 and has held it in 6 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Pines Wealth Management held 35,964 shares of Hewlett Packard worth $856K as of Q1 2026.
  • Pines Wealth Management bought 521 Hewlett Packard shares in Q1 2026, an estimated $11.5K.
  • Hewlett Packard made up 0.28% of Pines Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Pines Wealth Management first reported a position in Hewlett Packard in Q4 2024 and has held it in 6 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.