Avantra Family Wealth’s Hewlett Packard HPE Stock Holding History

Avantra Family Wealth’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	$1.05M	Sell	23,290 -5,842	-20%	-$211K	0.67%	42
2026 Q1	$694K	Buy	29,132 +6,215	+27%	+$138K	0.52%	58
2025 Q4	$550K	Sell	22,917 -141	-0.6%	-$3.32K	0.4%	75
2025 Q3	$566K	Buy	+23,058	New	+$510K	0.42%	67
2025 Q2	–	Sell	-11,423	Closed	-$176K	–	144
2025 Q1	$176K	Buy	+11,423	New	+$227K	0.17%	149

Other funds holding HPE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avantra Family Wealth's HPE Position: Q2 2026 in Review

Avantra Family Wealth reduced its Hewlett Packard (HPE) stake by 20% in Q2 2026, selling an estimated $211K and leaving 23,290 shares worth $1.05M. The position accounts for 0.67% of the portfolio, ranked #42.

Avantra Family Wealth first reported a position in HPE in Q1 2025 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Avantra Family Wealth held 23,290 shares of Hewlett Packard worth $1.05M as of Q2 2026.
Avantra Family Wealth sold 5,842 Hewlett Packard shares in Q2 2026, an estimated $211K.
Hewlett Packard made up 0.67% of Avantra Family Wealth's portfolio in Q2 2026, its #42 holding.
Avantra Family Wealth first reported a position in Hewlett Packard in Q1 2025 and has held it in 5 quarters since.
575 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.