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HPE icon

Addison Advisors’s Hewlett Packard HPE Stock Holding History

Addison 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
Q2 		$13K Sell
289
-3,794
-93% -$137K 0.01% 386
2026
Q1 		$97.2K Buy
4,083
+59
+1% +$1.31K 0.02% 327
2025
Q4 		$96.7K Sell
4,024
-33
-0.8% -$777 0.02% 320
2025
Q3 		$99.6K Buy
4,057
+76
+2% +$1.68K 0.02% 316
2025
Q2 		$81.4K Buy
3,981
+422
+12% +$7.07K 0.02% 337
2025
Q1 		$54.9K Buy
3,559
+277
+8% +$5.52K 0.02% 375
2024
Q4 		$70.1K Sell
3,282
-41
-1% -$866 0.02% 341
2024
Q3 		$68K Buy
3,323
+193
+6% +$3.69K 0.02% 352
2024
Q2 		$66.3K Sell
3,130
-236
-7% -$4.35K 0.02% 335
2024
Q1 		$59.7K Hold
3,366
– – 0.02% 341
2023
Q4 		$57.2K Buy
3,366
+800
+31% +$13K 0.02% 341
2023
Q3 		$44.6K Hold
2,566
– – 0.02% 341
2023
Q2 		$43.1K Hold
2,566
– – 0.02% 337
2023
Q1 		$40.9K Hold
2,566
– – 0.02% 321
2022
Q4 		$41K Hold
2,566
– – 0.02% 306
2022
Q3 		$31K Buy
2,566
+73
+3% +$992 0.02% 310
2022
Q2 		$33K Sell
2,493
-2,532
-50% -$38.4K 0.02% 307
2022
Q1 		$84K Buy
5,025
+4,025
+403% +$67.5K 0.05% 225
2021
Q4 		$16K Buy
+1,000
New +$15.1K 0.01% 362

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $846B AUM 46.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Addison Advisors's HPE Position: Q2 2026 in Review

Addison Advisors reduced its Hewlett Packard (HPE) stake by 93% in Q2 2026, selling an estimated $137K and leaving 289 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #386.

Addison Advisors first reported a position in HPE in Q4 2021 and has held it in 19 quarters since. The position peaked at $99.6K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Addison Advisors held 289 shares of Hewlett Packard worth $13K as of Q2 2026.
  • Addison Advisors sold 3,794 Hewlett Packard shares in Q2 2026, an estimated $137K.
  • Hewlett Packard made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #386 holding.
  • Addison Advisors first reported a position in Hewlett Packard in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Hewlett Packard position peaked at $99.6K in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.