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Beverly Hills Private Wealth’s Hewlett Packard HPE Stock Holding History

Beverly Hills Private 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 		$287K Sell
6,353
-20,626
-76% -$745K 0.05% 203
2026
Q1 		$642K Buy
26,979
+753
+3% +$16.7K 0.11% 162
2025
Q4 		$630K Buy
26,226
+2,043
+8% +$48.1K 0.11% 151
2025
Q3 		$594K Buy
24,183
+1,846
+8% +$40.8K 0.1% 162
2025
Q2 		$457K Sell
22,337
-1,270
-5% -$21.3K 0.09% 190
2025
Q1 		$364K Buy
23,607
+199
+0.9% +$3.96K 0.07% 222
2024
Q4 		$500K Buy
23,408
+6,626
+39% +$140K 0.1% 172
2024
Q3 		$343K Sell
16,782
-3,221
-16% -$61.6K 0.07% 247
2024
Q2 		$423K Buy
20,003
+7,449
+59% +$137K 0.09% 206
2024
Q1 		$223K Sell
12,554
-597
-5% -$9.7K 0.05% 326
2023
Q4 		$223K Buy
+13,151
New +$214K 0.06% 304

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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

Beverly Hills Private Wealth's HPE Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Hewlett Packard (HPE) stake by 76% in Q2 2026, selling an estimated $745K and leaving 6,353 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #203.

Beverly Hills Private Wealth first reported a position in HPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $642K in Q1 2026. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Beverly Hills Private Wealth held 6,353 shares of Hewlett Packard worth $287K as of Q2 2026.
  • Beverly Hills Private Wealth sold 20,626 Hewlett Packard shares in Q2 2026, an estimated $745K.
  • Hewlett Packard made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #203 holding.
  • Beverly Hills Private Wealth first reported a position in Hewlett Packard in Q4 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's Hewlett Packard position peaked at $642K in Q1 2026.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.