HA
HPE icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Herold Advisors's HPE Position: Q2 2026 in Review

Herold Advisors reduced its Hewlett Packard (HPE) stake by 3.3% in Q2 2026, selling an estimated $10.8K and leaving 8,789 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #199.

Herold Advisors first reported a position in HPE in Q3 2021 and has held it in 16 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Herold Advisors held 8,789 shares of Hewlett Packard worth $397K as of Q2 2026.
  • Herold Advisors sold 300 Hewlett Packard shares in Q2 2026, an estimated $10.8K.
  • Hewlett Packard made up 0.08% of Herold Advisors's portfolio in Q2 2026, its #199 holding.
  • Herold Advisors first reported a position in Hewlett Packard in Q3 2021 and has held it in 16 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.