Root Financial Partners
HPE icon

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
Q3 		$913K Buy
14,298
+998
+8% +$52.8K 0.03% 151
2026
Q2 		$600K Buy
13,300
+999
+8% +$36.1K 0.02% 171
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's HPE Position: Q3 2026 in Review

Root Financial Partners increased its Hewlett Packard (HPE) stake by 7.5% in Q3 2026, buying an estimated $52.8K and bringing the position to 14,298 shares worth $913K. The position accounts for 0.03% of the portfolio, ranked #151.

Root Financial Partners first reported a position in HPE in Q3 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Root Financial Partners held 14,298 shares of Hewlett Packard worth $913K as of Q3 2026.
  • Root Financial Partners bought 998 Hewlett Packard shares in Q3 2026, an estimated $52.8K.
  • Hewlett Packard made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #151 holding.
  • Root Financial Partners first reported a position in Hewlett Packard in Q3 2025 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

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