Hughes Financial Services’s Hewlett Packard HPE Stock Holding History

Hughes Financial Services’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	$13.7K	Buy	304 +96	+46%	+$3.47K	﹤0.01%	320
2026 Q1	$4.95K	Buy	208 +54	+35%	+$1.2K	﹤0.01%	426
2025 Q4	$3.7K	Hold	154	–	–	﹤0.01%	436
2025 Q3	$3.68K	Hold	154	–	–	﹤0.01%	441
2025 Q2	$3.1K	Buy	154 +42	+38%	+$704	﹤0.01%	469
2025 Q1	$1.75K	Buy	+112	New	+$2.23K	﹤0.01%	599

Other funds holding HPE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Hughes Financial Services's HPE Position: Q2 2026 in Review

Hughes Financial Services increased its Hewlett Packard (HPE) stake by 46% in Q2 2026, buying an estimated $3.47K and bringing the position to 304 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Hughes Financial Services first reported a position in HPE in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Hughes Financial Services held 304 shares of Hewlett Packard worth $13.7K as of Q2 2026.
Hughes Financial Services bought 96 Hewlett Packard shares in Q2 2026, an estimated $3.47K.
Hewlett Packard made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #320 holding.
Hughes Financial Services first reported a position in Hewlett Packard in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.