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Goelzer Investment Management’s Hewlett Packard HPE Stock Holding History

Goelzer Investment 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 		$269K Buy
+5,954
New +$215K 0.01% 288
2016
Q1 		– Sell
-189,146
Closed -$1.67M – 206
2015
Q4 		$1.67M Buy
+189,146
New +$1.58M 0.24% 134

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Goelzer Investment Management's HPE Position: Q2 2026 in Review

Goelzer Investment Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,954 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Goelzer Investment Management previously reported a position in HPE as recently as Q4 2015.

Goelzer Investment Management first reported a position in HPE in Q4 2015 and has held it in 2 quarters since. The position peaked at $1.67M in Q4 2015. 294 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Goelzer Investment Management held 5,954 shares of Hewlett Packard worth $269K as of Q2 2026.
  • Hewlett Packard was a new Goelzer Investment Management position in Q2 2026.
  • Hewlett Packard made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #288 holding.
  • Goelzer Investment Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 2 quarters since.
  • Goelzer Investment Management's Hewlett Packard position peaked at $1.67M in Q4 2015.
  • 294 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.