D.L. Carlson Investment Group’s Hewlett Packard HPE Stock Holding History

D.L. Carlson Investment 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	$8.54M	Sell	189,252 -65,322	-26%	-$2.36M	1.36%	16
2026 Q1	$6.06M	Sell	254,574 -10,228	-4%	-$227K	1.04%	25
2025 Q4	$6.36M	Sell	264,802 -54,107	-17%	-$1.27M	1.07%	23
2025 Q3	$7.83M	Buy	318,909 +1,098	+0.3%	+$24.3K	1.31%	16
2025 Q2	$6.5M	Sell	317,811 -8,287	-3%	-$139K	1.18%	19
2025 Q1	$5.03M	Sell	326,098 -16,897	-5%	-$336K	0.97%	26
2024 Q4	$7.32M	Sell	342,995 -3,817	-1%	-$80.6K	1.31%	17
2024 Q3	$7.1M	Sell	346,812 -73,936	-18%	-$1.41M	1.28%	15
2024 Q2	$8.91M	Sell	420,748 -2,704	-0.6%	-$49.8K	1.72%	12
2024 Q1	$7.51M	Buy	+423,452	New	+$6.88M	1.47%	13

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

D.L. Carlson Investment Group's HPE Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its Hewlett Packard (HPE) stake by 26% in Q2 2026, selling an estimated $2.36M and leaving 189,252 shares worth $8.54M. The position accounts for 1.36% of the portfolio, ranked #16.

D.L. Carlson Investment Group first reported a position in HPE in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.91M in Q2 2024. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

D.L. Carlson Investment Group held 189,252 shares of Hewlett Packard worth $8.54M as of Q2 2026.
D.L. Carlson Investment Group sold 65,322 Hewlett Packard shares in Q2 2026, an estimated $2.36M.
Hewlett Packard made up 1.36% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #16 holding.
D.L. Carlson Investment Group first reported a position in Hewlett Packard in Q1 2024 and has held it in 10 quarters since.
D.L. Carlson Investment Group's Hewlett Packard position peaked at $8.91M in Q2 2024.
1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.