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Bogart Wealth LLC’s Hewlett Packard HPE Stock Holding History

Bogart Wealth LLC’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 		$15.1M Sell
334,950
-227,103
-40% -$8.2M 0.52% 40
2026
Q1 		$13.4M Buy
562,053
+198,043
+54% +$4.39M 0.52% 41
2025
Q4 		$8.74M Buy
364,010
+363,517
+73,736% +$8.56M 0.35% 66
2025
Q3 		$12.1K Buy
493
+25
+5% +$553 ﹤0.01% 790
2025
Q2 		$9.57K Buy
468
+32
+7% +$536 ﹤0.01% 807
2025
Q1 		$6.73K Hold
436
– – ﹤0.01% 848
2024
Q4 		$9.3K Buy
436
+1
+0.2% +$21 ﹤0.01% 759
2024
Q3 		$8.9K Hold
435
– – ﹤0.01% 721
2024
Q2 		$9.2K Buy
435
+1
+0.2% +$18 ﹤0.01% 686
2024
Q1 		$7.69K Buy
434
+1
+0.2% +$16 ﹤0.01% 688
2023
Q4 		$7.36K Hold
433
– – ﹤0.01% 677
2023
Q3 		$7.51K Buy
433
+1
+0.2% +$17 ﹤0.01% 647
2023
Q2 		$7.26K Buy
432
+1
+0.2% +$15 ﹤0.01% 636
2023
Q1 		$6.87K Hold
431
– – ﹤0.01% 658
2022
Q4 		$6.87K Sell
431
-163
-27% -$2.4K ﹤0.01% 610
2022
Q3 		$7K Buy
594
+165
+38% +$2.24K ﹤0.01% 631
2022
Q2 		$6K Buy
429
+1
+0.2% +$15 ﹤0.01% 612
2022
Q1 		$7K Hold
428
– – ﹤0.01% 537
2021
Q4 		$7K Sell
428
-32
-7% -$483 ﹤0.01% 513
2021
Q3 		$7K Buy
460
+34
+8% +$491 ﹤0.01% 500
2021
Q2 		$6K Hold
426
– – ﹤0.01% 498
2021
Q1 		$7K Buy
426
+2
+0.5% +$28 ﹤0.01% 444
2020
Q4 		$5K Buy
424
+1
+0.2% +$10 ﹤0.01% 374
2020
Q3 		$3K Sell
423
-50
-11% -$478 ﹤0.01% 382
2020
Q2 		$5K Buy
473
+157
+50% +$1.54K ﹤0.01% 347
2020
Q1 		$3K Hold
316
– – ﹤0.01% 353
2019
Q4 		$5K Buy
+316
New +$5.05K ﹤0.01% 327
2019
Q2 		– Sell
-100
Closed -$1K – 351
2019
Q1 		$1K Buy
+100
New +$1.54K ﹤0.01% 328

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bogart Wealth LLC's HPE Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Hewlett Packard (HPE) stake by 40% in Q2 2026, selling an estimated $8.2M and leaving 334,950 shares worth $15.1M. The position accounts for 0.52% of the portfolio, ranked #40.

Bogart Wealth LLC first reported a position in HPE in Q1 2019 and has held it in 28 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Bogart Wealth LLC held 334,950 shares of Hewlett Packard worth $15.1M as of Q2 2026.
  • Bogart Wealth LLC sold 227,103 Hewlett Packard shares in Q2 2026, an estimated $8.2M.
  • Hewlett Packard made up 0.52% of Bogart Wealth LLC's portfolio in Q2 2026, its #40 holding.
  • Bogart Wealth LLC first reported a position in Hewlett Packard in Q1 2019 and has held it in 28 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.