Wellspring Financial Advisors’s Hewlett Packard HPE Stock Holding History

Wellspring 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	–	Sell	-9,616	Closed	-$231K	–	295
2025 Q4	$231K	Buy	+9,616	New	+$227K	0.02%	241

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

Wellspring Financial Advisors's HPE Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 9,616 shares — an estimated $231K sold.

Wellspring Financial Advisors first reported a position in HPE in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Wellspring Financial Advisors reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 9,616 Hewlett Packard shares in Q1 2026, an estimated $231K.
Wellspring Financial Advisors first reported a position in Hewlett Packard in Q4 2025 and held it in 1 quarter.
Wellspring Financial Advisors's Hewlett Packard position peaked at $231K in Q4 2025.
1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

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