Annis Gardner Whiting Capital Advisors’s Hewlett Packard HPE Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-1,505	Closed	-$35.9K	–	737
2026 Q1	$35.9K	Sell	1,505 -1,529	-50%	-$33.9K	0.01%	629
2025 Q4	$72.9K	Buy	3,034 +1,991	+191%	+$46.9K	0.01%	461
2025 Q3	$25.6K	Buy	1,043 +838	+409%	+$18.5K	0.01%	574
2025 Q2	$4.19K	Buy	205 +195	+1,950%	+$3.27K	﹤0.01%	879
2025 Q1	$155	Sell	10 -322	-97%	-$6.41K	﹤0.01%	737
2024 Q4	$7.11K	Buy	332 +192	+137%	+$4.05K	﹤0.01%	577
2024 Q3	$2.88K	Sell	140 -10	-7%	-$191	﹤0.01%	685
2024 Q2	$3.19K	Buy	150 +10	+7%	+$184	﹤0.01%	823
2024 Q1	$2.5K	Buy	140 +10	+8%	+$162	﹤0.01%	830
2023 Q4	$2.23K	Hold	130	–	–	﹤0.01%	622
2023 Q3	$2.26K	Buy	+130	New	+$2.24K	﹤0.01%	604

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors's HPE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 1,505 shares — an estimated $35.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HPE in Q3 2023 and held it in 11 quarters. The position peaked at $72.9K in Q4 2025. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,505 Hewlett Packard shares in Q2 2026, an estimated $35.9K.
Annis Gardner Whiting Capital Advisors first reported a position in Hewlett Packard in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Hewlett Packard position peaked at $72.9K in Q4 2025.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.