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Balance Wealth’s Hewlett Packard HPE Stock Holding History

Balance 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 		$204K Buy
+4,530
New +$164K 0.05% 160

Other funds holding HPE

PL
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

Balance Wealth's HPE Position: Q2 2026 in Review

Balance Wealth opened a new position in Hewlett Packard (HPE) in Q2 2026: 4,530 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

369 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Balance Wealth held 4,530 shares of Hewlett Packard worth $204K as of Q2 2026.
  • Hewlett Packard was a new Balance Wealth position in Q2 2026.
  • Hewlett Packard made up 0.05% of Balance Wealth's portfolio in Q2 2026, its #160 holding.
  • 369 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.