Capital Advisors Wealth Management’s Hewlett Packard HPE Stock Holding History

Capital Advisors 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	$259K	Buy	+5,734	New	+$207K	0.03%	203

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

Capital Advisors Wealth Management's HPE Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,734 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings.

1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Capital Advisors Wealth Management held 5,734 shares of Hewlett Packard worth $259K as of Q2 2026.
Hewlett Packard was a new Capital Advisors Wealth Management position in Q2 2026.
Hewlett Packard made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #203 holding.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.