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Apella Capital’s Hewlett Packard HPE Stock Holding History

Apella Capital’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 		$881K Buy
20,259
+330
+2% +$11.9K 0.01% 389
2026
Q1 		$527K Buy
19,929
+3,817
+24% +$84.6K 0.01% 456
2025
Q4 		$387K Buy
+16,112
New +$380K 0.01% 402

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's HPE Position: Q2 2026 in Review

Apella Capital increased its Hewlett Packard (HPE) stake by 1.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 20,259 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #389.

Apella Capital first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Apella Capital held 20,259 shares of Hewlett Packard worth $881K as of Q2 2026.
  • Apella Capital bought 330 Hewlett Packard shares in Q2 2026, an estimated $11.9K.
  • Hewlett Packard made up 0.01% of Apella Capital's portfolio in Q2 2026, its #389 holding.
  • Apella Capital first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.