EWA
HPE icon

EP Wealth Advisors’s Hewlett Packard HPE Stock Holding History

EP Wealth Advisors’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 		$2.82M Buy
62,597
+26,337
+73% +$951K 0.01% 498
2026
Q1 		$863K Sell
36,260
-5,626
-13% -$125K ﹤0.01% 684
2025
Q4 		$1.01M Buy
+41,886
New +$987K 0.01% 621
2025
Q2 		$791K Buy
38,676
+1,149
+3% +$19.3K 0.01% 631
2025
Q1 		$579K Buy
37,527
+1,788
+5% +$35.6K ﹤0.01% 650
2024
Q4 		$763K Buy
35,739
+1,069
+3% +$22.6K 0.01% 573
2024
Q3 		$709K Buy
34,670
+3,929
+13% +$75.1K 0.01% 586
2024
Q2 		$651K Buy
30,741
+5,183
+20% +$95.5K 0.01% 481
2024
Q1 		$453K Sell
25,558
-7,252
-22% -$118K 0.01% 530
2023
Q4 		$557K Buy
32,810
+11,420
+53% +$186K 0.01% 472
2023
Q3 		$372K Buy
21,390
+1,429
+7% +$24.6K 0.01% 513
2023
Q2 		$373K Sell
19,961
-257,728
-93% -$3.94M 0.01% 520
2023
Q1 		$53.1M Buy
277,689
+259,893
+1,460% +$4.08M 0.91% 22
2022
Q4 		$284K Sell
17,796
-1,002
-5% -$14.8K 0.01% 476
2022
Q3 		$225K Buy
18,798
+4,102
+28% +$55.7K 0.01% 306
2022
Q2 		$195K Buy
14,696
+55
+0.4% +$834 ﹤0.01% 578
2022
Q1 		$245K Buy
14,641
+2,318
+19% +$38.9K 0.01% 526
2021
Q4 		$194K Hold
12,323
– – ﹤0.01% 530
2021
Q3 		$176K Buy
12,323
+196
+2% +$2.83K ﹤0.01% 516
2021
Q2 		$177K Buy
12,127
+175
+1% +$2.76K ﹤0.01% 521
2021
Q1 		$188K Buy
+11,952
New +$166K 0.01% 479

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

EP Wealth Advisors's HPE Position: Q2 2026 in Review

EP Wealth Advisors increased its Hewlett Packard (HPE) stake by 73% in Q2 2026, buying an estimated $951K and bringing the position to 62,597 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #498.

EP Wealth Advisors first reported a position in HPE in Q1 2021 and has held it in 21 quarters since. The position peaked at $53.1M in Q1 2023. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • EP Wealth Advisors held 62,597 shares of Hewlett Packard worth $2.82M as of Q2 2026.
  • EP Wealth Advisors bought 26,337 Hewlett Packard shares in Q2 2026, an estimated $951K.
  • Hewlett Packard made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #498 holding.
  • EP Wealth Advisors first reported a position in Hewlett Packard in Q1 2021 and has held it in 21 quarters since.
  • EP Wealth Advisors's Hewlett Packard position peaked at $53.1M in Q1 2023.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.