True Link Financial Advisors’s Hewlett Packard HPE Stock Holding History

True Link Financial Advisors’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	$305K	Hold	12,800	–	–	0.02%	69
2025 Q4	$307K	Hold	12,800	–	–	0.02%	82
2025 Q3	$314K	Hold	12,800	–	–	0.02%	68
2025 Q2	$262K	Sell	12,800 -652	-5%	-$10.9K	0.02%	76
2025 Q1	$208K	Sell	13,452 -94	-0.7%	-$1.87K	0.02%	92
2024 Q4	$289K	Buy	13,546 +560	+4%	+$11.8K	0.02%	54
2024 Q3	$266K	Sell	12,986 -100	-0.8%	-$1.91K	0.02%	53
2024 Q2	$277K	Hold	13,086	–	–	0.03%	55
2024 Q1	$232K	Sell	13,086 -335	-2%	-$5.44K	0.02%	62
2023 Q4	$228K	Buy	+13,421	New	+$219K	0.02%	60

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

True Link Financial Advisors's HPE Position: Q1 2026 in Review

True Link Financial Advisors held its Hewlett Packard (HPE) position steady in Q1 2026 at 12,800 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #69.

True Link Financial Advisors first reported a position in HPE in Q4 2023 and has held it in 10 quarters since. The position peaked at $314K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

True Link Financial Advisors held 12,800 shares of Hewlett Packard worth $305K as of Q1 2026.
True Link Financial Advisors left its Hewlett Packard share count unchanged in Q1 2026.
Hewlett Packard made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #69 holding.
True Link Financial Advisors first reported a position in Hewlett Packard in Q4 2023 and has held it in 10 quarters since.
True Link Financial Advisors's Hewlett Packard position peaked at $314K in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.