Wealthspire Advisors (New York)’s Hewlett Packard HPE Stock Holding History

Wealthspire Advisors (New York)’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	-13,560	Closed	-$326K	–	1008
2025 Q4	$326K	Buy	13,560 +9,978	+279%	+$235K	﹤0.01%	775
2025 Q3	$88.1K	Buy	+3,582	New	+$79.2K	﹤0.01%	1044
2021 Q2	–	Sell	-12,753	Closed	-$201K	–	502
2021 Q1	$201K	Buy	12,753 +2,430	+24%	+$33.7K	﹤0.01%	678
2020 Q4	$122K	Buy	+10,323	New	+$108K	﹤0.01%	565
2020 Q2	–	Sell	-17,203	Closed	-$167K	–	382
2020 Q1	$167K	Buy	+17,203	New	+$225K	0.01%	508
2019 Q1	–	Sell	-1,018	Closed	-$13K	–	374
2018 Q4	$13K	Buy	+1,018	New	+$15.2K	﹤0.01%	438

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s HPE Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 13,560 shares — an estimated $326K sold.

Wealthspire Advisors (New York) first reported a position in HPE in Q4 2018 and held it in 6 quarters. The position peaked at $326K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 13,560 Hewlett Packard shares in Q1 2026, an estimated $326K.
Wealthspire Advisors (New York) first reported a position in Hewlett Packard in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Hewlett Packard position peaked at $326K in Q4 2025.
1,115 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.