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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
2025
Q4 		– Sell
-2,500
Closed -$61.4K – 1813
2025
Q3 		$61.4K Buy
+2,500
New +$55.3K ﹤0.01% 1443
2025
Q2 		– Sell
-5,000
Closed -$77.2K – 1430
2025
Q1 		$77.2K Buy
+5,000
New +$99.6K ﹤0.01% 1186

Other funds holding HPE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 572 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.
  • 572 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.