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SHP Wealth Management’s Hewlett Packard HPE Stock Holding History

SHP 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 		$85.8K Buy
3,605
+77
+2% +$1.71K 0.01% 407
2025
Q4 		$84.7K Buy
+3,528
New +$83.1K 0.01% 386

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Hewlett Packard (HPE) stake by 2.2% in Q1 2026, buying an estimated $1.71K and bringing the position to 3,605 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #407.

SHP Wealth Management first reported a position in HPE in Q4 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • SHP Wealth Management held 3,605 shares of Hewlett Packard worth $85.8K as of Q1 2026.
  • SHP Wealth Management bought 77 Hewlett Packard shares in Q1 2026, an estimated $1.71K.
  • Hewlett Packard made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #407 holding.
  • SHP Wealth Management first reported a position in Hewlett Packard in Q4 2025 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

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