Wellington Management Group
HPE icon

Wellington Management Group’s Hewlett Packard HPE Stock Holding History

Wellington Management Group’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 		$7.24M Sell
304,006
-56,330
-16% -$1.25M ﹤0.01% 1330
2025
Q4 		$8.66M Sell
360,336
-476,844
-57% -$11.2M ﹤0.01% 1285
2025
Q3 		$20.6M Buy
837,180
+519,084
+163% +$11.5M ﹤0.01% 1007
2025
Q2 		$6.51M Buy
318,096
+150,959
+90% +$2.53M ﹤0.01% 1331
2025
Q1 		$2.58M Buy
167,137
+18,010
+12% +$359K ﹤0.01% 1502
2024
Q4 		$3.18M Sell
149,127
-130,614
-47% -$2.76M ﹤0.01% 1462
2024
Q3 		$5.72M Sell
279,741
-28,927
-9% -$553K ﹤0.01% 1302
2024
Q2 		$6.53M Sell
308,668
-20,052
-6% -$370K ﹤0.01% 1260
2024
Q1 		$5.83M Buy
328,720
+248,440
+309% +$4.03M ﹤0.01% 1291
2023
Q4 		$1.36M Sell
80,280
-6,805
-8% -$111K ﹤0.01% 1565
2023
Q3 		$1.51M Buy
87,085
+29,737
+52% +$511K ﹤0.01% 1527
2023
Q2 		$963K Buy
57,348
+9,226
+19% +$141K ﹤0.01% 1604
2023
Q1 		$767K Buy
48,122
+23,982
+99% +$377K ﹤0.01% 1738
2022
Q4 		$385K Buy
24,140
+318
+1% +$4.69K ﹤0.01% 1847
2022
Q3 		$285K Buy
23,822
+329
+1% +$4.47K ﹤0.01% 1918
2022
Q2 		$312K Sell
23,493
-3,810
-14% -$57.8K ﹤0.01% 1946
2022
Q1 		$457K Buy
27,303
+6,563
+32% +$110K ﹤0.01% 1935
2021
Q4 		$327K Buy
20,740
+4,182
+25% +$63.1K ﹤0.01% 2062
2021
Q3 		$236K Sell
16,558
-19,526
-54% -$282K ﹤0.01% 2085
2021
Q2 		$527K Sell
36,084
-21,230
-37% -$335K ﹤0.01% 1887
2021
Q1 		$902K Buy
+57,314
New +$794K ﹤0.01% 1738
2020
Q4 		– Sell
-164,375
Closed -$1.54M – 1957
2020
Q3 		$1.54M Buy
164,375
+10,395
+7% +$99.3K ﹤0.01% 1463
2020
Q2 		$1.5M Buy
153,980
+469
+0.3% +$4.61K ﹤0.01% 1405
2020
Q1 		$1.49M Sell
153,511
-90,170
-37% -$1.18M ﹤0.01% 1426
2019
Q4 		$3.87M Sell
243,681
-73,298
-23% -$1.17M ﹤0.01% 1388
2019
Q3 		$4.81M Buy
316,979
+178,044
+128% +$2.53M ﹤0.01% 1367
2019
Q2 		$2.08M Buy
138,935
+44,191
+47% +$670K ﹤0.01% 1613
2019
Q1 		$1.46M Buy
94,744
+41,312
+77% +$637K ﹤0.01% 1697
2018
Q4 		$707K Buy
53,432
+31,785
+147% +$476K ﹤0.01% 1862
2018
Q3 		$353K Sell
21,647
-417,504
-95% -$6.69M ﹤0.01% 2105
2018
Q2 		$6.42M Buy
+439,151
New +$7.28M ﹤0.01% 1414
2017
Q2 		– Sell
-1,049,648
Closed -$14.5M – 2246
2017
Q1 		$14.5M Sell
1,049,648
-335,877
-24% -$4.51M ﹤0.01% 1130
2016
Q4 		$18.6M Buy
1,385,525
+426,965
+45% +$5.7M ﹤0.01% 1023
2016
Q3 		$12.7M Buy
958,560
+279,733
+41% +$3.45M ﹤0.01% 1106
2016
Q2 		$7.21M Buy
678,827
+492,097
+264% +$5.01M ﹤0.01% 1239
2016
Q1 		$1.92M Buy
186,730
+96,124
+106% +$805K ﹤0.01% 1616
2015
Q4 		$800K Buy
+90,606
New +$759K ﹤0.01% 1875

Other funds holding HPE

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

Wellington Management Group's HPE Position: Q1 2026 in Review

Wellington Management Group reduced its Hewlett Packard (HPE) stake by 16% in Q1 2026, selling an estimated $1.25M and leaving 304,006 shares worth $7.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Wellington Management Group first reported a position in HPE in Q4 2015 and has held it in 37 quarters since. The position peaked at $20.6M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Wellington Management Group held 304,006 shares of Hewlett Packard worth $7.24M as of Q1 2026.
  • Wellington Management Group sold 56,330 Hewlett Packard shares in Q1 2026, an estimated $1.25M.
  • Hewlett Packard made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1330 holding.
  • Wellington Management Group first reported a position in Hewlett Packard in Q4 2015 and has held it in 37 quarters since.
  • Wellington Management Group's Hewlett Packard position peaked at $20.6M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.