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Root Financial Partners’s Hewlett Packard HPE Stock Holding History

Root Financial 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
Q1 		$293K Buy
12,301
+1,038
+9% +$23K 0.01% 253
2025
Q4 		$271K Buy
11,263
+3,922
+53% +$92.4K 0.01% 246
2025
Q3 		$180K Buy
+7,341
New +$162K 0.01% 302

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

Root Financial Partners's HPE Position: Q1 2026 in Review

Root Financial Partners increased its Hewlett Packard (HPE) stake by 9.2% in Q1 2026, buying an estimated $23K and bringing the position to 12,301 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #253.

Root Financial Partners first reported a position in HPE in Q3 2025 and has held it in 3 quarters since. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Root Financial Partners held 12,301 shares of Hewlett Packard worth $293K as of Q1 2026.
  • Root Financial Partners bought 1,038 Hewlett Packard shares in Q1 2026, an estimated $23K.
  • Hewlett Packard made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #253 holding.
  • Root Financial Partners first reported a position in Hewlett Packard in Q3 2025 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.