Beta Wealth Group
HPE icon

Beta Wealth Group’s Hewlett Packard HPE Stock Holding History

Beta Wealth Group’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
Q3 		$437K Buy
+6,835
New +$362K 0.16% 95

Other funds holding HPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Beta Wealth Group's HPE Position: Q3 2026 in Review

Beta Wealth Group opened a new position in Hewlett Packard (HPE) in Q3 2026: 6,835 shares worth $437K. The stake represents 0.16% of the portfolio and ranks #95 among its holdings.

1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Beta Wealth Group held 6,835 shares of Hewlett Packard worth $437K as of Q3 2026.
  • Hewlett Packard was a new Beta Wealth Group position in Q3 2026.
  • Hewlett Packard made up 0.16% of Beta Wealth Group's portfolio in Q3 2026, its #95 holding.
  • 1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.