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IVC Wealth Advisors’s Hewlett Packard HPE Stock Holding History

IVC Wealth 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 		$1.25M Sell
27,758
-1,763
-6% -$63.7K 0.49% 37
2026
Q1 		$703K Buy
29,521
+1,048
+4% +$23.2K 0.31% 63
2025
Q4 		$684K Buy
28,473
+1,291
+5% +$30.4K 0.3% 69
2025
Q3 		$668K Buy
27,182
+2,210
+9% +$48.9K 0.3% 66
2025
Q2 		$511K Buy
24,972
+13,591
+119% +$228K 0.25% 74
2025
Q1 		$176K Buy
+11,381
New +$227K 0.09% 160

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IVC Wealth Advisors's HPE Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Hewlett Packard (HPE) stake by 6% in Q2 2026, selling an estimated $63.7K and leaving 27,758 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #37.

IVC Wealth Advisors first reported a position in HPE in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • IVC Wealth Advisors held 27,758 shares of Hewlett Packard worth $1.25M as of Q2 2026.
  • IVC Wealth Advisors sold 1,763 Hewlett Packard shares in Q2 2026, an estimated $63.7K.
  • Hewlett Packard made up 0.49% of IVC Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • IVC Wealth Advisors first reported a position in Hewlett Packard in Q1 2025 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.