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Avantax Planning Partners’s Hewlett Packard HPE Stock Holding History

Avantax Planning Partners’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 		$721K Sell
15,981
-180
-1% -$6.5K 0.02% 235
2026
Q1 		$385K Buy
16,161
+139
+0.9% +$3.08K 0.01% 311
2025
Q4 		$385K Buy
16,022
+2
+0% +$47 0.01% 316
2025
Q3 		$393K Sell
16,020
-191
-1% -$4.22K 0.01% 308
2025
Q2 		$332K Buy
16,211
+4,173
+35% +$70K 0.01% 336
2025
Q1 		$186K Sell
12,038
-820
-6% -$16.3K 0.01% 417
2024
Q4 		$275K Buy
12,858
+750
+6% +$15.8K 0.01% 348
2024
Q3 		$248K Sell
12,108
-417
-3% -$7.97K 0.01% 371
2024
Q2 		$265K Sell
12,525
-120
-0.9% -$2.21K 0.01% 381
2024
Q1 		$224K Sell
12,645
-761
-6% -$12.4K 0.01% 422
2023
Q4 		$228K Sell
13,406
-709
-5% -$11.6K 0.01% 340
2023
Q3 		$245K Buy
14,115
+730
+5% +$12.6K 0.01% 314
2023
Q2 		$225K Buy
13,385
+529
+4% +$8.09K 0.01% 337
2023
Q1 		$205K Buy
+12,856
New +$202K 0.01% 356
2022
Q4 		– Sell
-10,250
Closed -$123K – 370
2022
Q3 		$123K Sell
10,250
-55
-0.5% -$747 0.01% 334
2022
Q2 		$137K Sell
10,305
-1,956
-16% -$29.7K 0.01% 327
2022
Q1 		$205K Sell
12,261
-500
-4% -$8.38K 0.01% 340
2021
Q4 		$201K Buy
12,761
+289
+2% +$4.36K 0.01% 338
2021
Q3 		$178K Buy
12,472
+1,269
+11% +$18.3K 0.01% 327
2021
Q2 		$163K Buy
11,203
+515
+5% +$8.13K 0.01% 315
2021
Q1 		$168K Buy
+10,688
New +$148K 0.01% 301
2018
Q4 		– Sell
-940
Closed -$15K – 680
2018
Q3 		$15K Buy
+940
New +$15.1K ﹤0.01% 773
2018
Q2 		– Sell
-1,234
Closed -$22K – 764
2018
Q1 		$22K Buy
+1,234
New +$21K ﹤0.01% 748

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

Avantax Planning Partners's HPE Position: Q2 2026 in Review

Avantax Planning Partners reduced its Hewlett Packard (HPE) stake by 1.1% in Q2 2026, selling an estimated $6.5K and leaving 15,981 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #235.

Avantax Planning Partners first reported a position in HPE in Q1 2018 and has held it in 23 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Avantax Planning Partners held 15,981 shares of Hewlett Packard worth $721K as of Q2 2026.
  • Avantax Planning Partners sold 180 Hewlett Packard shares in Q2 2026, an estimated $6.5K.
  • Hewlett Packard made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #235 holding.
  • Avantax Planning Partners first reported a position in Hewlett Packard in Q1 2018 and has held it in 23 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.