IA
HPE icon

Invested Advisors’s Hewlett Packard HPE Stock Holding History

Invested Advisors’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 		$582K Sell
12,892
-479
-4% -$17.3K 0.51% 46
2026
Q1 		$318K Buy
13,371
+108
+0.8% +$2.39K 0.32% 91
2025
Q4 		$319K Buy
+13,263
New +$312K 0.33% 89

Other funds holding HPE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invested Advisors's HPE Position: Q2 2026 in Review

Invested Advisors reduced its Hewlett Packard (HPE) stake by 3.6% in Q2 2026, selling an estimated $17.3K and leaving 12,892 shares worth $582K. The position accounts for 0.51% of the portfolio, ranked #46.

Invested Advisors first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Invested Advisors held 12,892 shares of Hewlett Packard worth $582K as of Q2 2026.
  • Invested Advisors sold 479 Hewlett Packard shares in Q2 2026, an estimated $17.3K.
  • Hewlett Packard made up 0.51% of Invested Advisors's portfolio in Q2 2026, its #46 holding.
  • Invested Advisors first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.