Essex Financial Services’s Hewlett Packard HPE Stock Holding History

Essex Financial Services’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	$530K	Sell	11,754 -1,995	-15%	-$72K	0.03%	471
2026 Q1	$327K	Sell	13,749 -731	-5%	-$16.2K	0.02%	581
2025 Q4	$348K	Buy	14,480 +790	+6%	+$18.6K	0.02%	556
2025 Q3	$336K	Buy	13,690 +2,308	+20%	+$51K	0.02%	543
2025 Q2	$233K	Buy	11,382 +620	+6%	+$10.4K	0.02%	619
2025 Q1	$166K	Sell	10,762 -2,634	-20%	-$52.5K	0.01%	613
2024 Q4	$286K	Buy	13,396 +461	+4%	+$9.73K	0.02%	506
2024 Q3	$257K	Buy	12,935 +1,191	+10%	+$22.8K	0.02%	529
2024 Q2	$203K	Buy	+11,744	New	+$216K	0.02%	585

Other funds holding HPE

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essex Financial Services's HPE Position: Q2 2026 in Review

Essex Financial Services reduced its Hewlett Packard (HPE) stake by 15% in Q2 2026, selling an estimated $72K and leaving 11,754 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #471.

Essex Financial Services first reported a position in HPE in Q2 2024 and has held it in 9 quarters since. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Essex Financial Services held 11,754 shares of Hewlett Packard worth $530K as of Q2 2026.
Essex Financial Services sold 1,995 Hewlett Packard shares in Q2 2026, an estimated $72K.
Hewlett Packard made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #471 holding.
Essex Financial Services first reported a position in Hewlett Packard in Q2 2024 and has held it in 9 quarters since.
1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.