Ameritas Advisory Services’s Hewlett Packard HPE Stock Holding History

Ameritas Advisory Services’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 Q3	$2.31M	Sell	36,153 -1,531	-4%	-$81.1K	0.04%	341
2026 Q2	$1.7M	Buy	+37,684	New	+$1.36M	0.03%	407
2025 Q4	–	Sell	-29,965	Closed	-$736K	–	1458
2025 Q3	$736K	Buy	29,965 +25,176	+526%	+$557K	0.05%	303
2025 Q2	$97.9K	Buy	+4,789	New	+$80.3K	0.01%	995
2023 Q2	–	Sell	-9,728	Closed	-$146K	–	1431
2023 Q1	$146K	Buy	+9,728	New	+$153K	0.01%	872

Other funds holding HPE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ameritas Advisory Services's HPE Position: Q3 2026 in Review

Ameritas Advisory Services reduced its Hewlett Packard (HPE) stake by 4.1% in Q3 2026, selling an estimated $81.1K and leaving 36,153 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #341.

Ameritas Advisory Services first reported a position in HPE in Q1 2023 and has held it in 5 quarters since. 1,221 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Ameritas Advisory Services held 36,153 shares of Hewlett Packard worth $2.31M as of Q3 2026.
Ameritas Advisory Services sold 1,531 Hewlett Packard shares in Q3 2026, an estimated $81.1K.
Hewlett Packard made up 0.04% of Ameritas Advisory Services's portfolio in Q3 2026, its #341 holding.
Ameritas Advisory Services first reported a position in Hewlett Packard in Q1 2023 and has held it in 5 quarters since.
1,221 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.