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B. Riley Wealth Advisors’s Hewlett Packard HPE Stock Holding History

B. Riley 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 		$928K Buy
20,892
+4,338
+26% +$157K 0.05% 321
2026
Q1 		$374K Buy
16,554
+1,113
+7% +$24.7K 0.02% 518
2025
Q4 		$371K Buy
15,441
+2,491
+19% +$58.7K 0.02% 629
2025
Q3 		$318K Sell
12,950
-64
-0.5% -$1.42K 0.01% 705
2025
Q2 		$266K Buy
+13,014
New +$218K 0.01% 760
2024
Q4 		$1.23M Buy
57,274
+14,633
+34% +$309K 0.04% 392
2024
Q3 		$876K Sell
42,641
-6,305
-13% -$120K 0.02% 534
2024
Q2 		$1.04M Sell
48,946
-565
-1% -$10.4K 0.03% 521
2024
Q1 		$866K Buy
49,511
+9,667
+24% +$157K 0.02% 570
2023
Q4 		$682K Sell
39,844
-9,667
-20% -$158K 0.02% 670
2023
Q3 		$866K Buy
49,511
+4,333
+10% +$74.5K 0.02% 570
2023
Q2 		$764K Sell
45,178
-4,300
-9% -$65.8K 0.02% 670
2023
Q1 		$794K Sell
49,478
-5,607
-10% -$88.1K 0.02% 620
2022
Q4 		$885K Buy
55,085
+25,427
+86% +$375K 0.02% 577
2022
Q3 		$356K Sell
29,658
-21,451
-42% -$291K 0.01% 915
2022
Q2 		$678K Buy
51,109
+23,050
+82% +$350K 0.03% 542
2022
Q1 		$470K Buy
28,059
+12,093
+76% +$203K 0.02% 785
2021
Q4 		$252K Buy
15,966
+5,221
+49% +$78.7K 0.01% 1155
2021
Q3 		$154K Buy
10,745
+47
+0.4% +$679 ﹤0.01% 1284
2021
Q2 		$158K Buy
10,698
+40
+0.4% +$632 0.01% 1259
2021
Q1 		$162K Buy
+10,658
New +$148K 0.01% 1227
2020
Q4 		– Sell
-108,515
Closed -$1.02M – 1059
2020
Q3 		$1.02M Buy
+108,515
New +$1.04M 0.05% 306

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

B. Riley Wealth Advisors's HPE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Hewlett Packard (HPE) stake by 26% in Q2 2026, buying an estimated $157K and bringing the position to 20,892 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #321.

B. Riley Wealth Advisors first reported a position in HPE in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.23M in Q4 2024. 287 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • B. Riley Wealth Advisors held 20,892 shares of Hewlett Packard worth $928K as of Q2 2026.
  • B. Riley Wealth Advisors bought 4,338 Hewlett Packard shares in Q2 2026, an estimated $157K.
  • Hewlett Packard made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #321 holding.
  • B. Riley Wealth Advisors first reported a position in Hewlett Packard in Q3 2020 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Hewlett Packard position peaked at $1.23M in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.