DWM
HPE icon

Dogwood Wealth Management’s Hewlett Packard HPE Stock Holding History

Dogwood Wealth Management’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 		$4.6K Buy
102
+66
+183% +$2.38K ﹤0.01% 523
2026
Q1 		$857 Sell
36
-3
-8% -$66 ﹤0.01% 771
2025
Q4 		$937 Buy
39
+11
+39% +$259 ﹤0.01% 631
2025
Q3 		$688 Buy
28
+7
+33% +$155 ﹤0.01% 623
2025
Q2 		$437 Sell
21
-64
-75% -$1.07K ﹤0.01% 633
2025
Q1 		$1.31K Buy
+85
New +$1.69K ﹤0.01% 416
2024
Q3 		– Hold
0
– – – 468
2024
Q2 		– Hold
0
– – – 495
2024
Q1 		– Hold
0
– – – 495
2023
Q4 		– Hold
0
– – – 472

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

Dogwood Wealth Management's HPE Position: Q2 2026 in Review

Dogwood Wealth Management increased its Hewlett Packard (HPE) stake by 183% in Q2 2026, buying an estimated $2.38K and bringing the position to 102 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Dogwood Wealth Management first reported a position in HPE in Q1 2025 and has held it in 6 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Dogwood Wealth Management held 102 shares of Hewlett Packard worth $4.6K as of Q2 2026.
  • Dogwood Wealth Management bought 66 Hewlett Packard shares in Q2 2026, an estimated $2.38K.
  • Hewlett Packard made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Dogwood Wealth Management first reported a position in Hewlett Packard in Q1 2025 and has held it in 6 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.