Bartlett & Co Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $630K | Buy |
13,928
+54
| +0.4% | +$1.95K | 0.01% | 325 |
|
|
2026
Q1 | $398K | Sell |
13,874
-481
| -3% | -$10.7K | 0.01% | 371 |
|
|
2025
Q4 | $347K | Sell |
14,355
-383
| -3% | -$9.02K | ﹤0.01% | 379 |
|
|
2025
Q3 | $364K | Buy |
14,738
+611
| +4% | +$13.5K | ﹤0.01% | 379 |
|
|
2025
Q2 | $291K | Sell |
14,127
-6
| -0% | -$101 | ﹤0.01% | 397 |
|
|
2025
Q1 | $220K | Sell |
14,133
-510
| -3% | -$10.2K | ﹤0.01% | 434 |
|
|
2024
Q4 | $315K | Sell |
14,643
-2,000
| -12% | -$42.2K | ﹤0.01% | 387 |
|
|
2024
Q3 | $343K | Buy |
16,643
+500
| +3% | +$9.55K | ﹤0.01% | 381 |
|
|
2024
Q2 | $344K | Buy |
16,143
+1,500
| +10% | +$27.6K | 0.01% | 374 |
|
|
2024
Q1 | $262K | Buy |
14,643
+1,016
| +7% | +$16.5K | ﹤0.01% | 421 |
|
|
2023
Q4 | $236K | Sell |
13,627
-1,100
| -7% | -$17.9K | ﹤0.01% | 449 |
|
|
2023
Q3 | $258K | Hold |
14,727
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $249K | Buy |
14,727
+1,100
| +8% | +$16.8K | ﹤0.01% | 425 |
|
|
2023
Q1 | $219K | Hold |
13,627
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $219K | Hold |
13,627
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $165K | Hold |
13,627
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $182K | Hold |
13,627
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $229K | Hold |
13,627
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $217K | Hold |
13,627
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $196K | Buy |
13,627
+12,627
| +1,263% | +$182K | ﹤0.01% | 336 |
|
|
2021
Q2 | $14.7K | Hold |
1,000
| – | – | ﹤0.01% | 656 |
|
|
2021
Q1 | $15.8K | Sell |
1,000
-24,235
| -96% | -$336K | ﹤0.01% | 688 |
|
|
2020
Q4 | $299K | Buy |
25,235
+1,000
| +4% | +$10.5K | 0.01% | 294 |
|
|
2020
Q3 | $230K | Sell |
24,235
-650
| -3% | -$6.21K | 0.01% | 298 |
|
|
2020
Q2 | $245K | Sell |
24,885
-800
| -3% | -$7.86K | 0.01% | 292 |
|
|
2020
Q1 | $252K | Sell |
25,685
-200
| -0.8% | -$2.62K | 0.01% | 280 |
|
|
2019
Q4 | $414K | Sell |
25,885
-850
| -3% | -$13.6K | 0.01% | 273 |
|
|
2019
Q3 | $409K | Buy |
26,735
+1,200
| +5% | +$17.1K | 0.01% | 269 |
|
|
2019
Q2 | $385K | Hold |
25,535
| – | – | 0.01% | 216 |
|
|
2019
Q1 | $397K | Hold |
25,535
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $340K | Hold |
25,535
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $419K | Hold |
25,535
| – | – | 0.02% | 212 |
|
|
2018
Q2 | $376K | Hold |
25,535
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $450K | Buy |
+25,535
| New | +$434K | 0.02% | 204 |
|
Other funds holding HPE
EIM
Bartlett & Co Wealth Management's HPE Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Hewlett Packard (HPE) stake by 0.39% in Q2 2026, buying an estimated $1.95K and bringing the position to 13,928 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #325.
Bartlett & Co Wealth Management first reported a position in HPE in Q1 2018 and has held it in 34 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.
- Bartlett & Co Wealth Management held 13,928 shares of Hewlett Packard worth $630K as of Q2 2026.
- Bartlett & Co Wealth Management bought 54 Hewlett Packard shares in Q2 2026, an estimated $1.95K.
- Hewlett Packard made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #325 holding.
- Bartlett & Co Wealth Management first reported a position in Hewlett Packard in Q1 2018 and has held it in 34 quarters since.
- 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.