Bay Harbor Wealth Management’s Hewlett Packard HPE Stock Holding History

Bay Harbor 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	$10.6K	Buy	235 +71	+43%	+$2.56K	﹤0.01%	279
2026 Q1	$3.9K	Buy	164 +40	+32%	+$886	﹤0.01%	389
2025 Q4	$3K	Buy	124 +59	+91%	+$1.39K	﹤0.01%	388
2025 Q3	$1.6K	Buy	65 +8	+14%	+$177	﹤0.01%	408
2025 Q2	$1.17K	Buy	57 +43	+307%	+$721	﹤0.01%	417
2025 Q1	$217	Buy	+14	New	+$279	﹤0.01%	641
2021 Q2	–	Sell	-23	Closed	–	–	214
2021 Q1	$0	Hold	23	–	–	﹤0.01%	308
2020 Q4	$0	Hold	23	–	–	﹤0.01%	439
2020 Q3	$0	Hold	23	–	–	﹤0.01%	392
2020 Q2	$0	Hold	23	–	–	﹤0.01%	371
2020 Q1	$0	Hold	23	–	–	﹤0.01%	361
2019 Q4	$0	Buy	+23	New	+$367	﹤0.01%	354

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Bay Harbor Wealth Management's HPE Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Hewlett Packard (HPE) stake by 43% in Q2 2026, buying an estimated $2.56K and bringing the position to 235 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Bay Harbor Wealth Management first reported a position in HPE in Q4 2019 and has held it in 12 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Bay Harbor Wealth Management held 235 shares of Hewlett Packard worth $10.6K as of Q2 2026.
Bay Harbor Wealth Management bought 71 Hewlett Packard shares in Q2 2026, an estimated $2.56K.
Hewlett Packard made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #279 holding.
Bay Harbor Wealth Management first reported a position in Hewlett Packard in Q4 2019 and has held it in 12 quarters since.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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