AWA
HPE icon

Arkadios Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Arkadios Wealth 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 		$1.76M Sell
38,992
-3,164
-8% -$114K 0.03% 582
2026
Q1 		$1M Sell
42,156
-788
-2% -$17.5K 0.02% 783
2025
Q4 		$1.03M Buy
42,944
+11,512
+37% +$271K 0.02% 684
2025
Q3 		$772K Buy
+31,432
New +$695K 0.02% 753
2025
Q2 		– Sell
-22,964
Closed -$354K – 1335
2025
Q1 		$354K Buy
+22,964
New +$457K 0.01% 837
2021
Q4 		– Sell
-2,237
Closed -$31K – 1095
2021
Q3 		$31K Sell
2,237
-66
-3% -$953 ﹤0.01% 1056
2021
Q2 		$33K Buy
2,303
+1,764
+327% +$27.9K ﹤0.01% 1083
2021
Q1 		$8K Buy
539
+127
+31% +$1.76K ﹤0.01% 1246
2020
Q4 		$4K Buy
412
+131
+47% +$1.38K ﹤0.01% 1152
2020
Q3 		$2.66K Buy
281
+4
+1% +$38 ﹤0.01% 919
2020
Q2 		$2.64K Sell
277
-15
-5% -$147 ﹤0.01% 853
2020
Q1 		$2.83K Buy
292
+21
+8% +$275 ﹤0.01% 881
2019
Q4 		$3.98K Buy
+271
New +$4.33K ﹤0.01% 726

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Arkadios Wealth Advisors's HPE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Hewlett Packard (HPE) stake by 7.5% in Q2 2026, selling an estimated $114K and leaving 38,992 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #582.

Arkadios Wealth Advisors first reported a position in HPE in Q4 2019 and has held it in 13 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Arkadios Wealth Advisors held 38,992 shares of Hewlett Packard worth $1.76M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,164 Hewlett Packard shares in Q2 2026, an estimated $114K.
  • Hewlett Packard made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #582 holding.
  • Arkadios Wealth Advisors first reported a position in Hewlett Packard in Q4 2019 and has held it in 13 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.