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Independent Financial Group’s Hewlett Packard HPE Stock Holding History

Independent Financial Group’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 		$1.96M Buy
43,542
+22,713
+109% +$820K 0.04% 460
2026
Q1 		$496K Buy
20,829
+154
+0.7% +$3.41K 0.01% 936
2025
Q4 		$497K Sell
20,675
-5,675
-22% -$134K 0.01% 903
2025
Q3 		$647K Sell
26,350
-3,956
-13% -$87.5K 0.02% 746
2025
Q2 		$620K Buy
30,306
+2,238
+8% +$37.5K 0.02% 691
2025
Q1 		$433K Buy
28,068
+7,804
+39% +$155K 0.01% 763
2024
Q4 		$433K Sell
20,264
-309
-2% -$6.52K 0.01% 746
2024
Q3 		$421K Buy
20,573
+6,930
+51% +$132K 0.02% 724
2024
Q2 		$289K Buy
13,643
+3,057
+29% +$56.3K 0.01% 853
2024
Q1 		$188K Buy
+10,586
New +$172K 0.01% 962

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

Independent Financial Group's HPE Position: Q2 2026 in Review

Independent Financial Group increased its Hewlett Packard (HPE) stake by 109% in Q2 2026, buying an estimated $820K and bringing the position to 43,542 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #460.

Independent Financial Group first reported a position in HPE in Q1 2024 and has held it in 10 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Independent Financial Group held 43,542 shares of Hewlett Packard worth $1.96M as of Q2 2026.
  • Independent Financial Group bought 22,713 Hewlett Packard shares in Q2 2026, an estimated $820K.
  • Hewlett Packard made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #460 holding.
  • Independent Financial Group first reported a position in Hewlett Packard in Q1 2024 and has held it in 10 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.