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Forvis Mazars Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Forvis Mazars 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 		$619K Hold
13,724
– – 0.01% 274
2026
Q1 		$327K Buy
13,724
+1,423
+12% +$31.5K 0.01% 344
2025
Q4 		$295K Sell
12,301
-315
-2% -$7.42K 0.01% 354
2025
Q3 		$310K Sell
12,616
-111
-0.9% -$2.45K 0.01% 347
2025
Q2 		$260K Buy
12,727
+47
+0.4% +$788 0.01% 363
2025
Q1 		$196K Buy
12,680
+652
+5% +$13K ﹤0.01% 385
2024
Q4 		$257K Buy
12,028
+1,468
+14% +$31K 0.01% 389
2024
Q3 		$216K Buy
10,560
+20
+0.2% +$382 0.01% 416
2024
Q2 		$223K Hold
10,540
– – 0.01% 385
2024
Q1 		$187K Sell
10,540
-788
-7% -$12.8K ﹤0.01% 389
2023
Q4 		$192K Buy
11,328
+568
+5% +$9.26K 0.01% 378
2023
Q3 		$187K Sell
10,760
-200
-2% -$3.44K 0.01% 378
2023
Q2 		$184K Buy
+10,960
New +$168K 0.01% 398

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

Forvis Mazars Wealth Advisors's HPE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Hewlett Packard (HPE) position steady in Q2 2026 at 13,724 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #274.

Forvis Mazars Wealth Advisors first reported a position in HPE in Q2 2023 and has held it in 13 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 13,724 shares of Hewlett Packard worth $619K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its Hewlett Packard share count unchanged in Q2 2026.
  • Hewlett Packard made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Hewlett Packard in Q2 2023 and has held it in 13 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.