AF
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Allworth Financial’s Hewlett Packard HPE Stock Holding History

Allworth Financial’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 		$3.43M Buy
76,035
+592
+0.8% +$21.4K 0.01% 418
2026
Q1 		$1.8M Buy
75,443
+23,976
+47% +$531K 0.01% 558
2025
Q4 		$1.24M Sell
51,467
-2,746
-5% -$64.7K 0.01% 630
2025
Q3 		$1.33M Buy
54,213
+2,858
+6% +$63.2K 0.01% 586
2025
Q2 		$1.05M Buy
51,355
+6,008
+13% +$101K 0.01% 630
2025
Q1 		$734K Buy
45,347
+1,727
+4% +$34.4K ﹤0.01% 600
2024
Q4 		$1.07M Buy
43,620
+6,680
+18% +$141K 0.01% 524
2024
Q3 		$756K Buy
36,940
+1,455
+4% +$27.8K ﹤0.01% 490
2024
Q2 		$727K Sell
35,485
-1,333
-4% -$24.6K ﹤0.01% 483
2024
Q1 		$653K Sell
36,818
-5,493
-13% -$89.2K ﹤0.01% 496
2023
Q4 		$718K Sell
42,311
-5,110
-11% -$83.3K 0.01% 452
2023
Q3 		$824K Buy
47,421
+1,524
+3% +$26.2K 0.01% 400
2023
Q2 		$771K Sell
45,897
-516
-1% -$7.89K 0.01% 420
2023
Q1 		$739K Sell
46,413
-1,912
-4% -$30K 0.01% 393
2022
Q4 		$771K Buy
48,325
+81
+0.2% +$1.19K 0.01% 379
2022
Q3 		$578K Buy
48,244
+16,142
+50% +$219K 0.01% 398
2022
Q2 		$426K Sell
32,102
-441
-1% -$6.69K 0.01% 426
2022
Q1 		$544K Buy
32,543
+4,030
+14% +$67.6K 0.01% 382
2021
Q4 		$450K Buy
28,513
+1,374
+5% +$20.7K 0.01% 394
2021
Q3 		$387K Buy
27,139
+525
+2% +$7.58K 0.01% 361
2021
Q2 		$388K Sell
26,614
-7,799
-23% -$123K 0.01% 288
2021
Q1 		$542K Buy
34,413
+927
+3% +$12.8K 0.01% 233
2020
Q4 		$397K Sell
33,486
-2,486
-7% -$26.1K 0.01% 209
2020
Q3 		$337K Buy
35,972
+900
+3% +$8.6K 0.01% 190
2020
Q2 		$341K Sell
35,072
-1,600
-4% -$15.7K 0.01% 186
2020
Q1 		$356K Buy
36,672
+863
+2% +$11.3K 0.01% 184
2019
Q4 		$568K Buy
35,809
+9,887
+38% +$158K 0.02% 101
2019
Q3 		$393K Buy
25,922
+120
+0.5% +$1.71K 0.02% 111
2019
Q2 		$386K Sell
25,802
-608
-2% -$9.21K 0.02% 112
2019
Q1 		$408K Buy
26,410
+1,833
+7% +$28.2K 0.02% 106
2018
Q4 		$325K Sell
24,577
-315
-1% -$4.72K 0.02% 114
2018
Q3 		$406K Sell
24,892
-657
-3% -$10.5K 0.02% 105
2018
Q2 		$373K Buy
25,549
+6,973
+38% +$116K 0.02% 111
2018
Q1 		$326K Buy
18,576
+2,929
+19% +$49.8K 0.03% 89
2017
Q4 		$225K Buy
15,647
+50
+0.3% +$710 0.02% 108
2017
Q3 		$229K Sell
15,597
-5,177
-25% -$70.6K 0.02% 101
2017
Q2 		$267K Sell
20,774
-4,369
-17% -$60.8K 0.02% 90
2017
Q1 		$346K Sell
25,143
-2,931
-10% -$39.4K 0.03% 71
2016
Q4 		$378K Sell
28,074
-3,263
-10% -$43.6K 0.04% 68
2016
Q3 		$414K Sell
31,337
-1,520
-5% -$18.8K 0.04% 67
2016
Q2 		$349K Buy
32,857
+8
+0% +$81 0.04% 69
2016
Q1 		$339K Sell
32,849
-1,397
-4% -$11.7K 0.04% 79
2015
Q4 		$303K Buy
+34,246
New +$287K 0.05% 75

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's HPE Position: Q2 2026 in Review

Allworth Financial increased its Hewlett Packard (HPE) stake by 0.78% in Q2 2026, buying an estimated $21.4K and bringing the position to 76,035 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #418.

Allworth Financial first reported a position in HPE in Q4 2015 and has held it in 43 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Allworth Financial held 76,035 shares of Hewlett Packard worth $3.43M as of Q2 2026.
  • Allworth Financial bought 592 Hewlett Packard shares in Q2 2026, an estimated $21.4K.
  • Hewlett Packard made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #418 holding.
  • Allworth Financial first reported a position in Hewlett Packard in Q4 2015 and has held it in 43 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.