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Catherine Avery Investment Management’s Hewlett Packard HPE Stock Holding History

Catherine Avery Investment 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 		$5.43M Sell
120,344
-136,327
-53% -$4.92M 2.37% 29
2026
Q1 		$6.11M Buy
256,671
+83,974
+49% +$1.86M 2.74% 18
2025
Q4 		$4.15M Buy
172,697
+1,589
+0.9% +$37.4K 2.48% 24
2025
Q3 		$4.2M Buy
171,108
+18,347
+12% +$406K 2.71% 19
2025
Q2 		$3.12M Buy
152,761
+49,458
+48% +$829K 2.37% 25
2025
Q1 		$1.59M Sell
103,303
-44,490
-30% -$886K 1.43% 33
2024
Q4 		$3.16M Buy
+147,793
New +$3.12M 2.79% 16

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

Catherine Avery Investment Management's HPE Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Hewlett Packard (HPE) stake by 53% in Q2 2026, selling an estimated $4.92M and leaving 120,344 shares worth $5.43M. The position accounts for 2.37% of the portfolio, ranked #29.

Catherine Avery Investment Management first reported a position in HPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.11M in Q1 2026. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Catherine Avery Investment Management held 120,344 shares of Hewlett Packard worth $5.43M as of Q2 2026.
  • Catherine Avery Investment Management sold 136,327 Hewlett Packard shares in Q2 2026, an estimated $4.92M.
  • Hewlett Packard made up 2.37% of Catherine Avery Investment Management's portfolio in Q2 2026, its #29 holding.
  • Catherine Avery Investment Management first reported a position in Hewlett Packard in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Hewlett Packard position peaked at $6.11M in Q1 2026.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.