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Concurrent Investment Advisors’s Hewlett Packard HPE Stock Holding History

Concurrent Investment 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 		$9.66M Sell
214,099
-50,299
-19% -$1.82M 0.08% 264
2026
Q1 		$6.3M Buy
264,398
+34,699
+15% +$769K 0.07% 303
2025
Q4 		$5.52M Buy
229,699
+131,343
+134% +$3.09M 0.06% 306
2025
Q3 		$2.42M Buy
98,356
+53,909
+121% +$1.19M 0.04% 417
2025
Q2 		$909K Sell
44,447
-56,976
-56% -$955K 0.02% 627
2025
Q1 		$1.56M Buy
101,423
+19,951
+24% +$397K 0.04% 419
2024
Q4 		$1.74M Buy
81,472
+4,727
+6% +$99.8K 0.05% 355
2024
Q3 		$1.57M Buy
76,745
+45,807
+148% +$875K 0.05% 369
2024
Q2 		$655K Buy
30,938
+17,938
+138% +$331K 0.02% 526
2024
Q1 		$230K Sell
13,000
-11
-0.1% -$179 0.01% 754
2023
Q4 		$221K Buy
+13,011
New +$212K 0.01% 739

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

Concurrent Investment Advisors's HPE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Hewlett Packard (HPE) stake by 19% in Q2 2026, selling an estimated $1.82M and leaving 214,099 shares worth $9.66M. The position accounts for 0.08% of the portfolio, ranked #264.

Concurrent Investment Advisors first reported a position in HPE in Q4 2023 and has held it in 11 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Concurrent Investment Advisors held 214,099 shares of Hewlett Packard worth $9.66M as of Q2 2026.
  • Concurrent Investment Advisors sold 50,299 Hewlett Packard shares in Q2 2026, an estimated $1.82M.
  • Hewlett Packard made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #264 holding.
  • Concurrent Investment Advisors first reported a position in Hewlett Packard in Q4 2023 and has held it in 11 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.