Herold Advisors’s Hewlett Packard HPE Stock Holding History

Herold 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	$562K	Hold	8,789	–	–	0.11%	168
2026 Q2	$397K	Sell	8,789 -300	-3%	-$10.8K	0.08%	199
2026 Q1	$216K	Hold	9,089	–	–	0.05%	246
2025 Q4	$218K	Hold	9,089	–	–	0.05%	235
2025 Q3	$223K	Sell	9,089 -1,856	-17%	-$41K	0.05%	228
2025 Q2	$224K	Hold	10,945	–	–	0.05%	281
2025 Q1	$169K	Buy	10,945 +1,000	+10%	+$19.9K	0.04%	272
2024 Q4	$212K	Hold	9,945	–	–	0.05%	258
2024 Q3	$203K	Hold	9,945	–	–	0.04%	259
2024 Q2	$211K	Buy	+9,945	New	+$183K	0.05%	245
2024 Q1	–	Sell	-11,904	Closed	-$202K	–	273
2023 Q4	$202K	Sell	11,904 -700	-6%	-$11.4K	0.06%	235
2023 Q3	$219K	Buy	12,604 +189	+2%	+$3.25K	0.07%	225
2023 Q2	$209K	Hold	12,415	–	–	0.06%	229
2023 Q1	$198K	Hold	12,415	–	–	0.07%	223
2022 Q4	$198K	Buy	+12,415	New	+$183K	0.08%	198
2022 Q2	–	Sell	-8,900	Closed	-$149K	–	388
2022 Q1	$149K	Buy	+8,900	New	+$149K	0.05%	235
2021 Q4	–	Sell	-8,200	Closed	-$116K	–	375
2021 Q3	$116K	Buy	+8,200	New	+$118K	0.05%	256

Other funds holding HPE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Herold Advisors's HPE Position: Q3 2026 in Review

Herold Advisors held its Hewlett Packard (HPE) position steady in Q3 2026 at 8,789 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #168.

Herold Advisors first reported a position in HPE in Q3 2021 and has held it in 17 quarters since. 451 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Herold Advisors held 8,789 shares of Hewlett Packard worth $562K as of Q3 2026.
Herold Advisors left its Hewlett Packard share count unchanged in Q3 2026.
Hewlett Packard made up 0.11% of Herold Advisors's portfolio in Q3 2026, its #168 holding.
Herold Advisors first reported a position in Hewlett Packard in Q3 2021 and has held it in 17 quarters since.
451 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.