Independent Advisor Alliance’s Hewlett Packard HPE Stock Holding History

Independent Advisor Alliance’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	$3.9M	Buy	86,459 +2,632	+3%	+$95K	0.09%	164
2026 Q1	$2M	Sell	83,827 -338	-0.4%	-$7.49K	0.02%	561
2025 Q4	$2.02M	Buy	84,165 +73,545	+693%	+$1.73M	0.05%	307
2025 Q3	$261K	Buy	10,620 +364	+4%	+$8.05K	0.01%	807
2025 Q2	$210K	Sell	10,256 -3,403	-25%	-$57K	0.01%	832
2025 Q1	$211K	Sell	13,659 -1,374	-9%	-$27.4K	0.01%	759
2024 Q4	$321K	Buy	+15,033	New	+$317K	﹤0.01%	1114
2023 Q4	–	Sell	-11,005	Closed	-$191K	–	691
2023 Q3	$191K	Buy	+11,005	New	+$189K	0.01%	613

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Advisor Alliance's HPE Position: Q2 2026 in Review

Independent Advisor Alliance increased its Hewlett Packard (HPE) stake by 3.1% in Q2 2026, buying an estimated $95K and bringing the position to 86,459 shares worth $3.9M. The position accounts for 0.09% of the portfolio, ranked #164.

Independent Advisor Alliance first reported a position in HPE in Q3 2023 and has held it in 8 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Independent Advisor Alliance held 86,459 shares of Hewlett Packard worth $3.9M as of Q2 2026.
Independent Advisor Alliance bought 2,632 Hewlett Packard shares in Q2 2026, an estimated $95K.
Hewlett Packard made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #164 holding.
Independent Advisor Alliance first reported a position in Hewlett Packard in Q3 2023 and has held it in 8 quarters since.
1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.