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Clearstead Advisors’s Hewlett Packard HPE Stock Holding History

Clearstead Advisors’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 		$1.4M Sell
30,934
-7,606
-20% -$275K 0.01% 463
2026
Q1 		$918K Buy
38,540
+12,461
+48% +$276K 0.01% 543
2025
Q4 		$626K Buy
26,079
+3,777
+17% +$89K 0.01% 592
2025
Q3 		$548K Buy
22,302
+3,976
+22% +$87.9K 0.01% 605
2025
Q2 		$375K Buy
18,326
+4,897
+36% +$82.1K 0.01% 685
2025
Q1 		$207K Buy
13,429
+2,814
+27% +$56K ﹤0.01% 828
2024
Q4 		$227K Sell
10,615
-736
-6% -$15.5K ﹤0.01% 819
2024
Q3 		$232K Sell
11,351
-777
-6% -$14.8K ﹤0.01% 806
2024
Q2 		$257K Buy
12,128
+2,019
+20% +$37.2K ﹤0.01% 733
2024
Q1 		$176K Sell
10,109
-158
-2% -$2.57K 0.01% 491
2023
Q4 		$174K Sell
10,267
-10,059
-49% -$164K 0.01% 474
2023
Q3 		$353K Buy
20,326
+10,107
+99% +$174K 0.01% 452
2023
Q2 		$172K Buy
10,219
+57
+0.6% +$872 0.01% 452
2023
Q1 		$162K Sell
10,162
-321
-3% -$5.04K 0.01% 423
2022
Q4 		$167K Buy
10,483
+1,876
+22% +$27.7K 0.01% 405
2022
Q3 		$103K Buy
8,607
+248
+3% +$3.37K 0.01% 471
2022
Q2 		$111K Hold
8,359
– – 0.01% 483
2022
Q1 		$140K Buy
8,359
+1,075
+15% +$18K 0.01% 482
2021
Q4 		$115K Hold
7,284
– – 0.01% 500
2021
Q3 		$104K Sell
7,284
-123
-2% -$1.78K 0.01% 476
2021
Q2 		$108K Buy
7,407
+123
+2% +$1.94K 0.01% 439
2021
Q1 		$115K Hold
7,284
– – 0.01% 415
2020
Q4 		$86K Hold
7,284
– – 0.01% 441
2020
Q3 		$68K Sell
7,284
-78
-1% -$745 0.01% 420
2020
Q2 		$72K Hold
7,362
– – 0.01% 393
2020
Q1 		$71K Buy
+7,362
New +$96.4K 0.01% 365

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Clearstead Advisors's HPE Position: Q2 2026 in Review

Clearstead Advisors reduced its Hewlett Packard (HPE) stake by 20% in Q2 2026, selling an estimated $275K and leaving 30,934 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #463.

Clearstead Advisors first reported a position in HPE in Q1 2020 and has held it in 26 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Clearstead Advisors held 30,934 shares of Hewlett Packard worth $1.4M as of Q2 2026.
  • Clearstead Advisors sold 7,606 Hewlett Packard shares in Q2 2026, an estimated $275K.
  • Hewlett Packard made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #463 holding.
  • Clearstead Advisors first reported a position in Hewlett Packard in Q1 2020 and has held it in 26 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.