Heritage Family Offices’s Hewlett Packard HPE Stock Holding History

Heritage Family Offices’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	$235K	Buy	+5,218	New	+$188K	0.09%	190

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Heritage Family Offices's HPE Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,218 shares worth $235K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Heritage Family Offices held 5,218 shares of Hewlett Packard worth $235K as of Q2 2026.
Hewlett Packard was a new Heritage Family Offices position in Q2 2026.
Hewlett Packard made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #190 holding.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.