BSW Wealth Partners’s Hewlett Packard HPE Stock Holding History

BSW Wealth Partners’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	$206K	Buy	+4,557	New	+$165K	0.02%	318
2024 Q1	–	Sell	-14,826	Closed	-$252K	–	309
2023 Q4	$252K	Sell	14,826 -173	-1%	-$2.82K	0.05%	227
2023 Q3	$261K	Sell	14,999 -3,933	-21%	-$67.6K	0.06%	200
2023 Q2	$318K	Sell	18,932 -362	-2%	-$5.54K	0.07%	176
2023 Q1	$307K	Sell	19,294 -630	-3%	-$9.9K	0.06%	211
2022 Q4	$318K	Sell	19,924 -3,909	-16%	-$57.6K	0.07%	203
2022 Q3	$286K	Buy	23,833 +1,719	+8%	+$23.4K	0.07%	195
2022 Q2	$293K	Sell	22,114 -98	-0.4%	-$1.49K	0.07%	195
2022 Q1	$371K	Buy	22,212 +1,502	+7%	+$25.2K	0.09%	167
2021 Q4	$327K	Buy	20,710 +218	+1%	+$3.29K	0.08%	181
2021 Q3	$292K	Buy	+20,492	New	+$296K	0.08%	187

Other funds holding HPE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners's HPE Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Hewlett Packard (HPE) in Q2 2026: 4,557 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in HPE as recently as Q4 2023.

BSW Wealth Partners first reported a position in HPE in Q3 2021 and has held it in 11 quarters since. The position peaked at $371K in Q1 2022. 192 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

BSW Wealth Partners held 4,557 shares of Hewlett Packard worth $206K as of Q2 2026.
Hewlett Packard was a new BSW Wealth Partners position in Q2 2026.
Hewlett Packard made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #318 holding.
BSW Wealth Partners first reported a position in Hewlett Packard in Q3 2021 and has held it in 11 quarters since.
BSW Wealth Partners's Hewlett Packard position peaked at $371K in Q1 2022.
192 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.