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Axxcess Wealth Management’s Hewlett Packard HPE Stock Holding History

Axxcess Wealth Management’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 		$262K Buy
+5,815
New +$210K ﹤0.01% 895
2025
Q4 		– Sell
-9,109
Closed -$224K – 1070
2025
Q3 		$224K Buy
+9,109
New +$201K ﹤0.01% 852
2024
Q3 		– Sell
-12,163
Closed -$257K – 917
2024
Q2 		$257K Buy
+12,163
New +$224K 0.01% 699

Other funds holding HPE

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Axxcess Wealth Management's HPE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,815 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HPE as recently as Q3 2025.

Axxcess Wealth Management first reported a position in HPE in Q2 2024 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Axxcess Wealth Management held 5,815 shares of Hewlett Packard worth $262K as of Q2 2026.
  • Hewlett Packard was a new Axxcess Wealth Management position in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #895 holding.
  • Axxcess Wealth Management first reported a position in Hewlett Packard in Q2 2024 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.