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Crestwood Advisors Group’s Hewlett Packard HPE Stock Holding History

Crestwood Advisors Group’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 		$909K Buy
20,147
+2,124
+12% +$76.7K 0.01% 338
2026
Q1 		$429K Sell
18,023
-1,064
-6% -$23.6K 0.01% 469
2025
Q4 		$458K Buy
19,087
+256
+1% +$6.03K 0.01% 417
2025
Q3 		$462K Buy
+18,831
New +$416K 0.01% 375
2017
Q2 		– Sell
-396
Closed -$4K – 273
2017
Q1 		$4K Buy
+396
New +$5.32K ﹤0.01% 486

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

Crestwood Advisors Group's HPE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Hewlett Packard (HPE) stake by 12% in Q2 2026, buying an estimated $76.7K and bringing the position to 20,147 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #338.

Crestwood Advisors Group first reported a position in HPE in Q1 2017 and has held it in 5 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Crestwood Advisors Group held 20,147 shares of Hewlett Packard worth $909K as of Q2 2026.
  • Crestwood Advisors Group bought 2,124 Hewlett Packard shares in Q2 2026, an estimated $76.7K.
  • Hewlett Packard made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #338 holding.
  • Crestwood Advisors Group first reported a position in Hewlett Packard in Q1 2017 and has held it in 5 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.