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Waverly Advisors’s Hewlett Packard HPE Stock Holding History

Waverly 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 		$657K Buy
27,595
+4,931
+22% +$109K ﹤0.01% 962
2025
Q4 		$544K Buy
22,664
+5,673
+33% +$134K ﹤0.01% 974
2025
Q3 		$417K Buy
16,991
+1,412
+9% +$31.2K ﹤0.01% 915
2025
Q2 		$319K Buy
15,579
+638
+4% +$10.7K ﹤0.01% 944
2025
Q1 		$231K Buy
14,941
+1,772
+13% +$35.3K ﹤0.01% 1012
2024
Q4 		$281K Buy
+13,169
New +$278K ﹤0.01% 842
2018
Q1 		– Sell
-184
Closed -$3K – 266
2017
Q4 		$3K Buy
+184
New +$2.61K ﹤0.01% 378

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

Waverly Advisors's HPE Position: Q1 2026 in Review

Waverly Advisors increased its Hewlett Packard (HPE) stake by 22% in Q1 2026, buying an estimated $109K and bringing the position to 27,595 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Waverly Advisors first reported a position in HPE in Q4 2017 and has held it in 7 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Waverly Advisors held 27,595 shares of Hewlett Packard worth $657K as of Q1 2026.
  • Waverly Advisors bought 4,931 Hewlett Packard shares in Q1 2026, an estimated $109K.
  • Hewlett Packard made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #962 holding.
  • Waverly Advisors first reported a position in Hewlett Packard in Q4 2017 and has held it in 7 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.