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Integrated Wealth Concepts’s Hewlett Packard HPE Stock Holding History

Integrated Wealth Concepts’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 		$6.35M Buy
140,660
+54,758
+64% +$1.98M 0.03% 505
2026
Q1 		$2.05M Buy
85,902
+32,295
+60% +$716K 0.02% 733
2025
Q4 		$1.29M Buy
53,607
+582
+1% +$13.7K 0.02% 675
2025
Q3 		$1.3M Sell
53,025
-3,716
-7% -$82.2K 0.01% 853
2025
Q2 		$1.16M Buy
56,741
+26,832
+90% +$450K 0.01% 851
2025
Q1 		$462K Sell
29,909
-2,119
-7% -$42.2K 0.01% 1179
2024
Q4 		$684K Buy
32,028
+976
+3% +$20.6K 0.01% 986
2024
Q3 		$635K Buy
31,052
+1,370
+5% +$26.2K 0.01% 986
2024
Q2 		$628K Buy
29,682
+8,405
+40% +$155K 0.01% 956
2024
Q1 		$377K Buy
21,277
+1,163
+6% +$18.9K 0.01% 1188
2023
Q4 		$342K Sell
20,114
-17,765
-47% -$289K 0.01% 1198
2023
Q3 		$658K Sell
37,879
-909
-2% -$15.6K 0.01% 863
2023
Q2 		$652K Buy
38,788
+23,037
+146% +$352K 0.01% 871
2023
Q1 		$251K Sell
15,751
-29,239
-65% -$459K 0.01% 1142
2022
Q4 		$718K Buy
44,990
+2,278
+5% +$33.6K 0.02% 556
2022
Q3 		$512K Buy
42,712
+28,916
+210% +$393K 0.02% 584
2022
Q2 		$183K Sell
13,796
-666
-5% -$10.1K 0.01% 906
2022
Q1 		$242K Buy
14,462
+2,646
+22% +$44.4K 0.01% 812
2021
Q4 		$186K Sell
11,816
-135
-1% -$2.04K 0.01% 944
2021
Q3 		$170K Buy
+11,951
New +$173K 0.01% 906

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

Integrated Wealth Concepts's HPE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Hewlett Packard (HPE) stake by 64% in Q2 2026, buying an estimated $1.98M and bringing the position to 140,660 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #505.

Integrated Wealth Concepts first reported a position in HPE in Q3 2021 and has held it in 20 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Integrated Wealth Concepts held 140,660 shares of Hewlett Packard worth $6.35M as of Q2 2026.
  • Integrated Wealth Concepts bought 54,758 Hewlett Packard shares in Q2 2026, an estimated $1.98M.
  • Hewlett Packard made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #505 holding.
  • Integrated Wealth Concepts first reported a position in Hewlett Packard in Q3 2021 and has held it in 20 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.