Stoneridge Investment Partners’s Hewlett Packard HPE Stock Holding History

Stoneridge Investment 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	–	Sell	-34,810	Closed	-$836K	–	138
2025 Q4	$836K	Sell	34,810 -341	-1%	-$8.03K	0.58%	45
2025 Q3	$863K	Hold	35,151	–	–	0.59%	54
2025 Q2	$719K	Sell	35,151 -14,816	-30%	-$248K	0.54%	56
2025 Q1	$771K	Sell	49,967 -96,480	-66%	-$1.92M	0.65%	48
2024 Q4	$3.13M	Sell	146,447 -61,783	-30%	-$1.3M	1.12%	28
2024 Q3	$4.26M	Buy	208,230 +32,233	+18%	+$616K	1.58%	19
2024 Q2	$3.73M	Sell	175,997 -38,875	-18%	-$717K	1.41%	22
2024 Q1	$3.81M	Buy	+214,872	New	+$3.49M	1.45%	24
2018 Q1	–	Sell	-561,097	Closed	-$8.06M	–	221
2017 Q4	$8.06M	Buy	561,097 +146,394	+35%	+$2.08M	1.29%	21
2017 Q3	$6.1M	Buy	+414,703	New	+$5.66M	0.96%	34
2017 Q1	–	Sell	-208,012	Closed	-$2.8M	–	326
2016 Q4	$2.8M	Buy	+208,012	New	+$2.78M	0.38%	96
2016 Q3	–	Sell	-17,250	Closed	-$183K	–	291
2016 Q2	$183K	Sell	17,250 -756	-4%	-$7.7K	0.03%	261
2016 Q1	$186K	Sell	18,006 -213,844	-92%	-$1.79M	0.03%	268
2015 Q4	$2.05M	Buy	+231,850	New	+$1.94M	0.28%	110

Other funds holding HPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stoneridge Investment Partners's HPE Position: Q1 2026 in Review

Stoneridge Investment Partners sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 34,810 shares — an estimated $836K sold.

Stoneridge Investment Partners first reported a position in HPE in Q4 2015 and held it in 14 quarters. The position peaked at $8.06M in Q4 2017. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Stoneridge Investment Partners reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
Stoneridge Investment Partners sold 34,810 Hewlett Packard shares in Q1 2026, an estimated $836K.
Stoneridge Investment Partners first reported a position in Hewlett Packard in Q4 2015 and held it in 14 quarters.
Stoneridge Investment Partners's Hewlett Packard position peaked at $8.06M in Q4 2017.
1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.