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Innovative Asset Advisors Group’s Hewlett Packard HPE Stock Holding History

Innovative Asset Advisors 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 		$188K Sell
4,147
-392
-9% -$14.2K 0.08% 185
2026
Q1 		$109K Buy
+4,539
New +$101K 0.06% 198

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's HPE Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Hewlett Packard (HPE) stake by 8.6% in Q2 2026, selling an estimated $14.2K and leaving 4,147 shares worth $188K. The position accounts for 0.08% of the portfolio, ranked #185.

Innovative Asset Advisors Group first reported a position in HPE in Q1 2026 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Innovative Asset Advisors Group held 4,147 shares of Hewlett Packard worth $188K as of Q2 2026.
  • Innovative Asset Advisors Group sold 392 Hewlett Packard shares in Q2 2026, an estimated $14.2K.
  • Hewlett Packard made up 0.08% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #185 holding.
  • Innovative Asset Advisors Group first reported a position in Hewlett Packard in Q1 2026 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.