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Fortis Group Advisors’s Hewlett Packard HPE Stock Holding History

Fortis Group 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 		$15.6K Hold
345
– – ﹤0.01% 362
2026
Q1 		$8.21K Hold
345
– – ﹤0.01% 403
2025
Q4 		$8.29K Buy
345
+182
+112% +$4.29K ﹤0.01% 395
2025
Q3 		$4K Hold
163
– – ﹤0.01% 409
2025
Q2 		$3.33K Hold
163
– – ﹤0.01% 417
2025
Q1 		$2.52K Hold
163
– – ﹤0.01% 402
2024
Q4 		$3.48K Hold
163
– – ﹤0.01% 396
2024
Q3 		$3.33K Hold
163
– – ﹤0.01% 385
2024
Q2 		$3.45K Hold
163
– – ﹤0.01% 383
2024
Q1 		$2.89K Sell
163
-163
-50% -$2.65K ﹤0.01% 418
2023
Q4 		$5.54K Buy
326
+163
+100% +$2.66K ﹤0.01% 351
2023
Q3 		$2.83K Buy
+163
New +$2.8K ﹤0.01% 341
2020
Q3 		$1K Buy
+163
New +$1.56K ﹤0.01% 422

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

Fortis Group Advisors's HPE Position: Q2 2026 in Review

Fortis Group Advisors held its Hewlett Packard (HPE) position steady in Q2 2026 at 345 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Fortis Group Advisors first reported a position in HPE in Q3 2020 and has held it in 13 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Fortis Group Advisors held 345 shares of Hewlett Packard worth $15.6K as of Q2 2026.
  • Fortis Group Advisors left its Hewlett Packard share count unchanged in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #362 holding.
  • Fortis Group Advisors first reported a position in Hewlett Packard in Q3 2020 and has held it in 13 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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