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 Q3	–	Sell	-10	Closed	-$438	–	514
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Halbert Hargrove Global Advisors's HPE Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Hewlett Packard (HPE) in Q3 2026, closing a stake of 10 shares — an estimated $438 sold.

Halbert Hargrove Global Advisors first reported a position in HPE in Q4 2015 and held it in 4 quarters. The position peaked at $251K in Q4 2015. 675 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Hewlett Packard position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 10 Hewlett Packard shares in Q3 2026, an estimated $438.
Halbert Hargrove Global Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 4 quarters.
Halbert Hargrove Global Advisors's Hewlett Packard position peaked at $251K in Q4 2015.
675 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.