Cary Street Partners Investment Advisory’s Hewlett Packard HPE Stock Holding History

Cary Street Partners Investment Advisory’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	$182K	Buy	+4,038	New	+$146K	0.04%	398
2025 Q2	–	Sell	-908	Closed	-$14K	–	601
2025 Q1	$14K	Buy	+908	New	+$18.1K	0.01%	464
2024 Q4	–	Sell	-4,960	Closed	-$101K	–	600
2024 Q3	$101K	Buy	+4,960	New	+$94.8K	﹤0.01%	747
2023 Q4	–	Sell	-3,215	Closed	-$55.8K	–	1134
2023 Q3	$55.8K	Buy	3,215 +110	+4%	+$1.89K	﹤0.01%	840
2023 Q2	$52.2K	Buy	3,105 +150	+5%	+$2.29K	﹤0.01%	806
2023 Q1	$47.1K	Sell	2,955 -1,088	-27%	-$17.1K	﹤0.01%	757
2022 Q4	$64.5K	Buy	+4,043	New	+$59.6K	﹤0.01%	678
2020 Q4	–	Sell	-5,682	Closed	-$53K	–	566
2020 Q3	$53K	Buy	+5,682	New	+$54.3K	0.01%	485

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's HPE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Hewlett Packard (HPE) in Q2 2026: 4,038 shares worth $182K. The stake represents 0.04% of the portfolio and ranks #398 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in HPE as recently as Q1 2025.

Cary Street Partners Investment Advisory first reported a position in HPE in Q3 2020 and has held it in 8 quarters since. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Cary Street Partners Investment Advisory held 4,038 shares of Hewlett Packard worth $182K as of Q2 2026.
Hewlett Packard was a new Cary Street Partners Investment Advisory position in Q2 2026.
Hewlett Packard made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #398 holding.
Cary Street Partners Investment Advisory first reported a position in Hewlett Packard in Q3 2020 and has held it in 8 quarters since.
856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.