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Diversified Trust’s Hewlett Packard HPE Stock Holding History

Diversified Trust’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 		$394K Buy
8,733
+241
+3% +$8.7K 0.01% 829
2026
Q1 		$202K Sell
8,492
-149
-2% -$3.3K ﹤0.01% 976
2025
Q4 		$208K Sell
8,641
-632
-7% -$14.9K ﹤0.01% 959
2025
Q3 		$228K Buy
+9,273
New +$205K ﹤0.01% 890
2023
Q2 		– Sell
-11,914
Closed -$190K – 863
2023
Q1 		$190K Buy
+11,914
New +$187K 0.01% 760
2022
Q2 		– Sell
-16,561
Closed -$277K – 800
2022
Q1 		$277K Sell
16,561
-18,143
-52% -$304K 0.01% 649
2021
Q4 		$547K Buy
+34,704
New +$523K 0.02% 429
2021
Q3 		– Sell
-15,562
Closed -$227K – 827
2021
Q2 		$227K Buy
+15,562
New +$246K 0.01% 666
2021
Q1 		– Sell
-21,956
Closed -$260K – 807
2020
Q4 		$260K Sell
21,956
-3,642
-14% -$38.2K 0.01% 567
2020
Q3 		$240K Buy
+25,598
New +$244K 0.01% 513
2020
Q2 		– Sell
-17,734
Closed -$172K – 582
2020
Q1 		$172K Buy
17,734
+3,546
+25% +$46.5K 0.01% 387
2019
Q4 		$225K Buy
+14,188
New +$227K 0.01% 400

Other funds holding HPE

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Diversified Trust's HPE Position: Q2 2026 in Review

Diversified Trust increased its Hewlett Packard (HPE) stake by 2.8% in Q2 2026, buying an estimated $8.7K and bringing the position to 8,733 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #829.

Diversified Trust first reported a position in HPE in Q4 2019 and has held it in 12 quarters since. The position peaked at $547K in Q4 2021. 315 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Diversified Trust held 8,733 shares of Hewlett Packard worth $394K as of Q2 2026.
  • Diversified Trust bought 241 Hewlett Packard shares in Q2 2026, an estimated $8.7K.
  • Hewlett Packard made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #829 holding.
  • Diversified Trust first reported a position in Hewlett Packard in Q4 2019 and has held it in 12 quarters since.
  • Diversified Trust's Hewlett Packard position peaked at $547K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.