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Wealth Preservation Advisors’s Hewlett Packard HPE Stock Holding History

Wealth Preservation 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 		$29.4K Buy
1,234
+516
+72% +$11.4K 0.02% 257
2025
Q4 		$17.2K Buy
718
+45
+7% +$1.06K 0.01% 270
2025
Q3 		$16.5K Buy
673
+37
+6% +$818 0.01% 260
2025
Q2 		$13K Sell
636
-118
-16% -$1.98K 0.01% 281
2025
Q1 		$11.6K Buy
+754
New +$15K 0.01% 303

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

Wealth Preservation Advisors's HPE Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Hewlett Packard (HPE) stake by 72% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,234 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #257.

Wealth Preservation Advisors first reported a position in HPE in Q1 2025 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Wealth Preservation Advisors held 1,234 shares of Hewlett Packard worth $29.4K as of Q1 2026.
  • Wealth Preservation Advisors bought 516 Hewlett Packard shares in Q1 2026, an estimated $11.4K.
  • Hewlett Packard made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #257 holding.
  • Wealth Preservation Advisors first reported a position in Hewlett Packard in Q1 2025 and has held it in 5 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

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