Advantage Trust Company’s Hewlett Packard HPE Stock Holding History

Advantage Trust Company’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	$16.2K	Hold	360	–	–	0.01%	160
2026 Q1	$8.57K	Hold	360	–	–	﹤0.01%	111
2025 Q4	$8.65K	Hold	360	–	–	﹤0.01%	111
2025 Q3	$8.84K	Hold	360	–	–	﹤0.01%	173
2025 Q2	$7.36K	Hold	360	–	–	﹤0.01%	194
2025 Q1	$5.55K	Hold	360	–	–	﹤0.01%	142
2024 Q4	$7.69K	Sell	360 -240	-40%	-$5.07K	﹤0.01%	155
2024 Q3	$12.3K	Sell	600 -480	-44%	-$9.17K	0.01%	139
2024 Q2	$22.9K	Hold	1,080	–	–	0.02%	136
2024 Q1	$19.1K	Hold	1,080	–	–	0.01%	140
2023 Q4	$18.3K	Buy	+1,080	New	+$17.6K	0.01%	149

Other funds holding HPE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Advantage Trust Company's HPE Position: Q2 2026 in Review

Advantage Trust Company held its Hewlett Packard (HPE) position steady in Q2 2026 at 360 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #160.

Advantage Trust Company first reported a position in HPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.9K in Q2 2024. 369 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Advantage Trust Company held 360 shares of Hewlett Packard worth $16.2K as of Q2 2026.
Advantage Trust Company left its Hewlett Packard share count unchanged in Q2 2026.
Hewlett Packard made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #160 holding.
Advantage Trust Company first reported a position in Hewlett Packard in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's Hewlett Packard position peaked at $22.9K in Q2 2024.
369 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.