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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
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% -$1.47K 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

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

Sigma Planning Corp's HPE Position: Q1 2026 in Review

Sigma Planning Corp reduced its Hewlett Packard (HPE) stake by 13% in Q1 2026, selling an estimated $35.7K and leaving 10,814 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1109.

Sigma Planning Corp first reported a position in HPE in Q1 2016 and has held it in 23 quarters since. The position peaked at $813K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Sigma Planning Corp held 10,814 shares of Hewlett Packard worth $258K as of Q1 2026.
  • Sigma Planning Corp sold 1,611 Hewlett Packard shares in Q1 2026, an estimated $35.7K.
  • Hewlett Packard made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1109 holding.
  • Sigma Planning Corp first reported a position in Hewlett Packard in Q1 2016 and has held it in 23 quarters since.
  • Sigma Planning Corp's Hewlett Packard position peaked at $813K in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.