Peloton Wealth Strategists HPE/PRC β€” HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV

Ownership history in Peloton Wealth Strategists  Β·  6 quarters on record

AI Ownership Summary

Peloton Wealth Strategists reported HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV (HPE/PRC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.15% in 2026 Q1. The latest visible filing shows HPE/PRC at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HPE/PRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peloton Wealth Strategists's position in HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HPE/PRC was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Peloton Wealth Strategists held HPE/PRC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 44,250 +850 +2.0% 1.15% $2.9M 2026-05-14 β€”
2025 Q4 ADDED β€” β€” β€” 43,400 +9,900 +29.6% 1.12% $2.9M 2026-02-17 β€”
2025 Q3 ADDED β€” β€” β€” 33,500 +6,675 +24.9% 0.89% $2.3M 2025-11-17 β€”
2025 Q2 ADDED β€” β€” β€” 26,825 +500 +1.9% 0.63% $1.6M 2025-08-13 β€”
2025 Q1 ADDED β€” β€” β€” 26,325 +13,775 +109.8% 0.53% $1.3M 2025-05-16 β€”
2024 Q4 INITIATED β€” β€” β€” 12,550 β€” β€” 0.32% $787K 2025-02-05 β€”

🏒 Other funds also holding HPE/PRC

As of 2026 Q2 β€” sorted by position size

Palouse Capital Management, Inc. 3Y 7Y 2.13% Central Pacific Bank - Trust Division 0.11%

FAQ About Peloton Wealth Strategists and HPE/PRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peloton Wealth Strategists reported owning HPE/PRC?

Peloton Wealth Strategists reported HPE/PRC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HPE/PRC position in Peloton Wealth Strategists's portfolio?

The largest reported portfolio weight for HPE/PRC was 1.15% in 2026 Q1.

What is the latest reported HPE/PRC position on this page?

The most recent filing on this page is 2026 Q1, when Peloton Wealth Strategists reported 44,250 shares, equal to 1.15% of portfolio, with an estimated market value of $2.9M.

What does the chart on this HPE/PRC ownership page compare?

The chart compares Peloton Wealth Strategists's quarterly HPE/PRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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