J.W. Cole Advisors’s Hewlett Packard HPE Stock Holding History

J.W. Cole 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	$2.74M	Buy	60,763 +47,231	+349%	+$1.71M	0.05%	395
2026 Q1	$322K	Sell	13,532 -4,252	-24%	-$94.2K	0.01%	608
2025 Q4	$419K	Sell	17,784 -392	-2%	-$9.23K	0.01%	958
2025 Q3	$446K	Buy	18,176 +330	+2%	+$7.3K	0.01%	1037
2025 Q2	$365K	Buy	17,846 +600	+3%	+$10.1K	0.01%	1047
2025 Q1	$266K	Buy	+17,246	New	+$343K	0.01%	1028
2024 Q3	–	Sell	-9,803	Closed	-$208K	–	949
2024 Q2	$208K	Buy	+9,803	New	+$181K	0.01%	846
2022 Q1	–	Sell	-25,758	Closed	-$406K	–	836
2021 Q4	$406K	Buy	+25,758	New	+$388K	0.03%	539
2020 Q4	–	Sell	-10,460	Closed	-$98K	–	736
2020 Q3	$98K	Buy	+10,460	New	+$99.9K	0.01%	734
2020 Q1	–	Sell	-12,116	Closed	-$192K	–	267
2019 Q4	$192K	Buy	+12,116	New	+$194K	0.02%	530

Other funds holding HPE

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

J.W. Cole Advisors's HPE Position: Q2 2026 in Review

J.W. Cole Advisors increased its Hewlett Packard (HPE) stake by 349% in Q2 2026, buying an estimated $1.71M and bringing the position to 60,763 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #395.

J.W. Cole Advisors first reported a position in HPE in Q4 2019 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

J.W. Cole Advisors held 60,763 shares of Hewlett Packard worth $2.74M as of Q2 2026.
J.W. Cole Advisors bought 47,231 Hewlett Packard shares in Q2 2026, an estimated $1.71M.
Hewlett Packard made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #395 holding.
J.W. Cole Advisors first reported a position in Hewlett Packard in Q4 2019 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.