Elevation Wealth Partners’s Hewlett Packard HPE Stock Holding History

Elevation Wealth Partners’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	$1.01M	Hold	22,494	–	–	0.3%	48
2026 Q1	$536K	Sell	22,494 -24	-0.1%	-$532	0.19%	70
2025 Q4	$541K	Hold	22,518	–	–	0.19%	70
2025 Q3	$553K	Buy	22,518 +24	+0.1%	+$531	0.2%	72
2025 Q2	$460K	Hold	22,494	–	–	0.18%	75
2025 Q1	$347K	Hold	22,494	–	–	0.15%	79
2024 Q4	$480K	Hold	22,494	–	–	0.2%	70
2024 Q3	$460K	Sell	22,494 -250	-1%	-$4.78K	0.2%	73
2024 Q2	$481K	Buy	22,744 +250	+1%	+$4.61K	0.23%	70
2024 Q1	$399K	Hold	22,494	–	–	0.2%	76
2023 Q4	$391K	Hold	22,494	–	–	0.23%	74
2023 Q3	$391K	Hold	22,494	–	–	0.34%	39
2023 Q2	$378K	Hold	22,494	–	–	0.32%	43
2023 Q1	$358K	Buy	+22,494	New	+$353K	0.33%	42

Other funds holding HPE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Elevation Wealth Partners's HPE Position: Q2 2026 in Review

Elevation Wealth Partners held its Hewlett Packard (HPE) position steady in Q2 2026 at 22,494 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #48.

Elevation Wealth Partners first reported a position in HPE in Q1 2023 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Elevation Wealth Partners held 22,494 shares of Hewlett Packard worth $1.01M as of Q2 2026.
Elevation Wealth Partners left its Hewlett Packard share count unchanged in Q2 2026.
Hewlett Packard made up 0.3% of Elevation Wealth Partners's portfolio in Q2 2026, its #48 holding.
Elevation Wealth Partners first reported a position in Hewlett Packard in Q1 2023 and has held it in 14 quarters since.
478 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.