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Concord Wealth Partners’s Hewlett Packard HPE Stock Holding History

Concord 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 		$39.1K Buy
+867
New +$31.3K ﹤0.01% 398
2026
Q1 		– Sell
-861
Closed -$20.7K – 450
2025
Q4 		$20.7K Sell
861
-104
-11% -$2.45K ﹤0.01% 438
2025
Q3 		$23.7K Buy
965
+3
+0.3% +$66 ﹤0.01% 438
2025
Q2 		$19.7K Buy
962
+4
+0.4% +$67 ﹤0.01% 462
2025
Q1 		$14.8K Sell
958
-1,042
-52% -$20.8K ﹤0.01% 467
2024
Q4 		$42.7K Buy
2,000
+10
+0.5% +$211 0.01% 351
2024
Q3 		$40.7K Sell
1,990
-231
-10% -$4.41K 0.01% 362
2024
Q2 		$47K Sell
2,221
-584
-21% -$10.8K 0.01% 318
2024
Q1 		$49.7K Buy
2,805
+12
+0.4% +$195 0.01% 353
2023
Q4 		$47.4K Buy
2,793
+10
+0.4% +$163 0.01% 365
2023
Q3 		$48.3K Buy
2,783
+279
+11% +$4.8K 0.01% 384
2023
Q2 		$42.1K Buy
2,504
+436
+21% +$6.67K 0.01% 391
2023
Q1 		$32.9K Sell
2,068
-786
-28% -$12.3K 0.01% 410
2022
Q4 		$45.5K Buy
+2,854
New +$42.1K 0.01% 394
2022
Q3 		– Sell
-7,582
Closed -$101K – 576
2022
Q2 		$101K Buy
7,582
+1,022
+16% +$15.5K 0.03% 263
2022
Q1 		$110K Buy
6,560
+1,108
+20% +$18.6K 0.03% 286
2021
Q4 		$86K Buy
5,452
+4,859
+819% +$73.3K 0.02% 334
2021
Q3 		$8K Sell
593
-2,910
-83% -$42K ﹤0.01% 500
2021
Q2 		$51K Buy
3,503
+1,892
+117% +$29.9K 0.01% 352
2021
Q1 		$25K Buy
+1,611
New +$22.3K 0.01% 439

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

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

Concord Wealth Partners opened a new position in Hewlett Packard (HPE) in Q2 2026: 867 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HPE as recently as Q4 2025.

Concord Wealth Partners first reported a position in HPE in Q1 2021 and has held it in 20 quarters since. The position peaked at $110K in Q1 2022. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Concord Wealth Partners held 867 shares of Hewlett Packard worth $39.1K as of Q2 2026.
  • Hewlett Packard was a new Concord Wealth Partners position in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #398 holding.
  • Concord Wealth Partners first reported a position in Hewlett Packard in Q1 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's Hewlett Packard position peaked at $110K in Q1 2022.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.