EWA
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EverSource Wealth Advisors’s Hewlett Packard HPE Stock Holding History

EverSource 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 		$1.01M Sell
22,281
-4,204
-16% -$152K 0.03% 353
2026
Q1 		$631K Buy
26,485
+8,342
+46% +$185K 0.02% 512
2025
Q4 		$436K Buy
18,143
+2,214
+14% +$52.2K 0.02% 585
2025
Q3 		$391K Buy
15,929
+653
+4% +$14.4K 0.02% 599
2025
Q2 		$312K Buy
15,276
+4,826
+46% +$80.9K 0.01% 650
2025
Q1 		$161K Buy
10,450
+3,126
+43% +$62.2K 0.01% 737
2024
Q4 		$156K Buy
7,324
+1,442
+25% +$30.4K 0.01% 753
2024
Q3 		$120K Sell
5,882
-888
-13% -$17K 0.01% 733
2024
Q2 		$135K Sell
6,770
-36
-0.5% -$664 0.01% 694
2024
Q1 		$116K Buy
6,806
+626
+10% +$10.2K 0.01% 655
2023
Q4 		$105K Buy
6,180
+481
+8% +$7.84K 0.01% 622
2023
Q3 		$99K Sell
5,699
-19
-0.3% -$327 0.01% 571
2023
Q2 		$96.1K Buy
5,718
+62
+1% +$948 0.01% 594
2023
Q1 		$90.1K Sell
5,656
-12,096
-68% -$190K 0.01% 570
2022
Q4 		$283K Sell
17,752
-1,785
-9% -$26.3K 0.04% 292
2022
Q3 		$234K Sell
19,537
-100
-0.5% -$1.36K 0.05% 277
2022
Q2 		$260K Buy
19,637
+15,591
+385% +$236K 0.07% 229
2022
Q1 		$68K Hold
4,046
– – 0.02% 414
2021
Q4 		$64K Buy
+4,046
New +$61K 0.02% 376

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

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

EverSource Wealth Advisors reduced its Hewlett Packard (HPE) stake by 16% in Q2 2026, selling an estimated $152K and leaving 22,281 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #353.

EverSource Wealth Advisors first reported a position in HPE in Q4 2021 and has held it in 19 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • EverSource Wealth Advisors held 22,281 shares of Hewlett Packard worth $1.01M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,204 Hewlett Packard shares in Q2 2026, an estimated $152K.
  • Hewlett Packard made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #353 holding.
  • EverSource Wealth Advisors first reported a position in Hewlett Packard in Q4 2021 and has held it in 19 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.