SWP
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Sagespring Wealth Partners’s Hewlett Packard HPE Stock Holding History

Sagespring 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
Q1 		$306K Buy
12,849
+592
+5% +$13.1K 0.01% 650
2025
Q4 		$294K Sell
12,257
-1,246
-9% -$29.4K 0.01% 624
2025
Q3 		$332K Buy
13,503
+891
+7% +$19.7K 0.01% 574
2025
Q2 		$258K Buy
12,612
+1,995
+19% +$33.4K 0.01% 624
2025
Q1 		$164K Sell
10,617
-6,147
-37% -$122K ﹤0.01% 642
2024
Q4 		$358K Buy
+16,764
New +$354K 0.01% 426

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

Sagespring Wealth Partners's HPE Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Hewlett Packard (HPE) stake by 4.8% in Q1 2026, buying an estimated $13.1K and bringing the position to 12,849 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #650.

Sagespring Wealth Partners first reported a position in HPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Sagespring Wealth Partners held 12,849 shares of Hewlett Packard worth $306K as of Q1 2026.
  • Sagespring Wealth Partners bought 592 Hewlett Packard shares in Q1 2026, an estimated $13.1K.
  • Hewlett Packard made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #650 holding.
  • Sagespring Wealth Partners first reported a position in Hewlett Packard in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Hewlett Packard position peaked at $358K in Q4 2024.
  • 1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.