Halbert Hargrove Global Advisors’s Hewlett Packard HPE Stock Holding History

Halbert Hargrove Global 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	$438	Buy	+10	New	+$361	﹤0.01%	552
2025 Q4	–	Sell	-75	Closed	-$1.84K	–	539
2025 Q3	$1.84K	Buy	+75	New	+$1.66K	﹤0.01%	584
2025 Q2	–	Sell	-24	Closed	-$371	–	462
2025 Q1	$371	Buy	+24	New	+$478	﹤0.01%	530
2016 Q1	–	Sell	-28,394	Closed	-$251K	–	85
2015 Q4	$251K	Buy	+28,394	New	+$238K	0.11%	78

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

Halbert Hargrove Global Advisors's HPE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Hewlett Packard (HPE) in Q2 2026: 10 shares worth $438. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in HPE as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in HPE in Q4 2015 and has held it in 4 quarters since. The position peaked at $251K in Q4 2015. 1,445 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Halbert Hargrove Global Advisors held 10 shares of Hewlett Packard worth $438 as of Q2 2026.
Hewlett Packard was a new Halbert Hargrove Global Advisors position in Q2 2026.
Hewlett Packard made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #552 holding.
Halbert Hargrove Global Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 4 quarters since.
Halbert Hargrove Global Advisors's Hewlett Packard position peaked at $251K in Q4 2015.
1,445 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.