Evercore Wealth Management’s Hewlett Packard HPE Stock Holding History

Evercore 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	$251K	Buy	+5,564	New	+$201K	﹤0.01%	368
2018 Q4	–	Sell	-10,700	Closed	-$175K	–	391
2018 Q3	$175K	Hold	10,700	–	–	0.01%	411
2018 Q2	$156K	Buy	+10,700	New	+$177K	0.01%	397
2018 Q1	–	Sell	-5,200	Closed	-$75K	–	538
2017 Q4	$75K	Hold	5,200	–	–	﹤0.01%	515
2017 Q3	$76K	Sell	5,200 -1,503	-22%	-$20.5K	﹤0.01%	513
2017 Q2	$86K	Sell	6,703 -2,524	-27%	-$35.1K	﹤0.01%	499
2017 Q1	$127K	Sell	9,227 -957	-9%	-$12.9K	0.01%	435
2016 Q4	$137K	Buy	10,184 +95	+0.9%	+$1.27K	0.01%	438
2016 Q3	$133K	Buy	10,089 +3,441	+52%	+$42.5K	0.01%	439
2016 Q2	$71K	Sell	6,648 -752	-10%	-$7.65K	﹤0.01%	515
2016 Q1	$76K	Hold	7,400	–	–	﹤0.01%	500
2015 Q4	$65K	Buy	+7,400	New	+$62K	﹤0.01%	548

Other funds holding HPE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evercore Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,564 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in HPE as recently as Q3 2018.

Evercore Wealth Management first reported a position in HPE in Q4 2015 and has held it in 12 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Evercore Wealth Management held 5,564 shares of Hewlett Packard worth $251K as of Q2 2026.
Hewlett Packard was a new Evercore Wealth Management position in Q2 2026.
Hewlett Packard made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #368 holding.
Evercore Wealth Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 12 quarters since.
1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.