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WFA of San Diego’s Hewlett Packard HPE Stock Holding History

WFA of San Diego’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
-516
Closed -$12.4K – 418
2025
Q4 		$12.4K Hold
516
– – 0.01% 302
2025
Q3 		$12.7K Hold
516
– – 0.01% 310
2025
Q2 		$10.6K Buy
+516
New +$8.65K 0.01% 319
2023
Q1 		– Sell
-516
Closed -$8.23K – 205
2022
Q4 		$8.23K Buy
+516
New +$7.61K 0.01% 376

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

WFA of San Diego's HPE Position: Q1 2026 in Review

WFA of San Diego sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 516 shares — an estimated $12.4K sold.

WFA of San Diego first reported a position in HPE in Q4 2022 and held it in 4 quarters. The position peaked at $12.7K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • WFA of San Diego reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • WFA of San Diego sold 516 Hewlett Packard shares in Q1 2026, an estimated $12.4K.
  • WFA of San Diego first reported a position in Hewlett Packard in Q4 2022 and held it in 4 quarters.
  • WFA of San Diego's Hewlett Packard position peaked at $12.7K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.