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Stonehaven Wealth & Tax Solutions’s Hewlett Packard HPE Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$280K Buy
11,774
+2,676
+29% +$59.3K 0.25% 63
2025
Q4 		$219K Buy
9,098
+25
+0.3% +$589 0.2% 72
2025
Q3 		$223K Buy
+9,073
New +$201K 0.21% 72

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

Stonehaven Wealth & Tax Solutions's HPE Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Hewlett Packard (HPE) stake by 29% in Q1 2026, buying an estimated $59.3K and bringing the position to 11,774 shares worth $280K. The position accounts for 0.25% of the portfolio, ranked #63.

Stonehaven Wealth & Tax Solutions first reported a position in HPE in Q3 2025 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 11,774 shares of Hewlett Packard worth $280K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 2,676 Hewlett Packard shares in Q1 2026, an estimated $59.3K.
  • Hewlett Packard made up 0.25% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #63 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Hewlett Packard in Q3 2025 and has held it in 3 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.