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Institute for Wealth Management’s Hewlett Packard HPE Stock Holding History

Institute for Wealth Management’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 		$139K Buy
+3,084
New +$111K 0.01% 610
2025
Q1 		– Sell
-14,956
Closed -$319K – 536
2024
Q4 		$319K Buy
14,956
+2,434
+19% +$51.4K 0.04% 387
2024
Q3 		$256K Buy
12,522
+2,344
+23% +$44.8K 0.03% 454
2024
Q2 		$215K Buy
+10,178
New +$188K 0.03% 461

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's HPE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 3,084 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HPE as recently as Q4 2024.

Institute for Wealth Management first reported a position in HPE in Q2 2024 and has held it in 4 quarters since. The position peaked at $319K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Institute for Wealth Management held 3,084 shares of Hewlett Packard worth $139K as of Q2 2026.
  • Hewlett Packard was a new Institute for Wealth Management position in Q2 2026.
  • Hewlett Packard made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Institute for Wealth Management first reported a position in Hewlett Packard in Q2 2024 and has held it in 4 quarters since.
  • Institute for Wealth Management's Hewlett Packard position peaked at $319K in Q4 2024.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.