Sigma Planning Corp
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Sigma Planning Corp’s Hewlett Packard HPE Stock Holding History

Sigma Planning Corp’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 		$749K Buy
12,181
+157
+1% +$8.31K 0.02% 682
2026
Q2 		$542K Buy
12,024
+1,210
+11% +$43.7K 0.01% 877
2026
Q1 		$258K Sell
10,814
-1,611
-13% -$35.7K 0.01% 1109
2025
Q4 		$299K Sell
12,425
-566
-4% -$13.3K 0.01% 1028
2025
Q3 		$319K Buy
12,991
+578
+5% +$12.8K 0.01% 1012
2025
Q2 		$254K Sell
12,413
-19,476
-61% -$326K 0.01% 1060
2025
Q1 		$492K Sell
31,889
-6,194
-16% -$123K 0.02% 749
2024
Q4 		$813K Buy
38,083
+958
+3% +$20.2K 0.03% 566
2024
Q3 		$760K Buy
37,125
+2,658
+8% +$50.8K 0.02% 585
2024
Q2 		$730K Buy
34,467
+14,756
+75% +$272K 0.02% 578
2024
Q1 		$349K Buy
+19,711
New +$320K 0.01% 889
2023
Q1 		– Sell
-10,017
Closed -$160K – 1326
2022
Q4 		$160K Buy
+10,017
New +$148K 0.01% 1158
2022
Q2 		– Sell
-10,479
Closed -$175K – 1359
2022
Q1 		$175K Buy
+10,479
New +$176K 0.01% 1278
2021
Q2 		– Sell
-11,293
Closed -$178K – 1451
2021
Q1 		$178K Sell
11,293
-2,293
-17% -$31.8K 0.01% 1235
2020
Q4 		$161K Sell
13,586
-6,623
-33% -$69.5K 0.01% 1134
2020
Q3 		$189K Sell
20,209
-2,678
-12% -$25.6K 0.01% 966
2020
Q2 		$223K Buy
+22,887
New +$225K 0.01% 896
2020
Q1 		– Sell
-10,838
Closed -$172K – 1004
2019
Q4 		$172K Buy
+10,838
New +$173K 0.01% 982
2017
Q4 		– Sell
-10,168
Closed -$150K – 868
2017
Q3 		$150K Sell
10,168
-6,202
-38% -$84.6K 0.01% 798
2017
Q2 		$211K Sell
16,370
-5,572
-25% -$77.6K 0.02% 687
2017
Q1 		$302K Sell
21,942
-109
-0.5% -$1.46K 0.03% 574
2016
Q4 		$297K Buy
22,051
+267
+1% +$3.57K 0.03% 527
2016
Q3 		$288K Buy
21,784
+752
+4% +$9.29K 0.03% 531
2016
Q2 		$223K Buy
21,032
+1,364
+7% +$13.9K 0.03% 577
2016
Q1 		$203K Buy
+19,668
New +$165K 0.03% 596

Other funds holding HPE

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
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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Sigma Planning Corp's HPE Position: Q3 2026 in Review

Sigma Planning Corp increased its Hewlett Packard (HPE) stake by 1.3% in Q3 2026, buying an estimated $8.31K and bringing the position to 12,181 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #682.

Sigma Planning Corp first reported a position in HPE in Q1 2016 and has held it in 25 quarters since. The position peaked at $813K in Q4 2024. 420 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Sigma Planning Corp held 12,181 shares of Hewlett Packard worth $749K as of Q3 2026.
  • Sigma Planning Corp bought 157 Hewlett Packard shares in Q3 2026, an estimated $8.31K.
  • Hewlett Packard made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #682 holding.
  • Sigma Planning Corp first reported a position in Hewlett Packard in Q1 2016 and has held it in 25 quarters since.
  • Sigma Planning Corp's Hewlett Packard position peaked at $813K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.