Precedent Wealth Partners
HPE icon

Precedent Wealth Partners’s Hewlett Packard HPE Stock Holding History

Precedent Wealth Partners’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 		$374K Buy
+5,861
New +$310K 0.06% 154

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Vanguard Portfolio Management
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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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Precedent Wealth Partners's HPE Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Hewlett Packard (HPE) in Q3 2026: 5,861 shares worth $374K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings.

1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Precedent Wealth Partners held 5,861 shares of Hewlett Packard worth $374K as of Q3 2026.
  • Hewlett Packard was a new Precedent Wealth Partners position in Q3 2026.
  • Hewlett Packard made up 0.06% of Precedent Wealth Partners's portfolio in Q3 2026, its #154 holding.
  • 1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

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