JFS Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.9K | Buy |
1,393
+34
| +3% | +$1.23K | ﹤0.01% | 504 |
|
|
2026
Q1 | $32.4K | Sell |
1,359
-206
| -13% | -$4.57K | ﹤0.01% | 612 |
|
|
2025
Q4 | $37.6K | Buy |
1,565
+451
| +40% | +$10.6K | ﹤0.01% | 597 |
|
|
2025
Q3 | $27.4K | Hold |
1,114
| – | – | ﹤0.01% | 630 |
|
|
2025
Q2 | $22.8K | Sell |
1,114
-258
| -19% | -$4.33K | ﹤0.01% | 631 |
|
|
2025
Q1 | $21.2K | Buy |
1,372
+35
| +3% | +$697 | ﹤0.01% | 645 |
|
|
2024
Q4 | $28.5K | Hold |
1,337
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $27.4K | Buy |
1,337
+20
| +2% | +$382 | ﹤0.01% | 576 |
|
|
2024
Q2 | $27.9K | Sell |
1,317
-15
| -1% | -$276 | ﹤0.01% | 528 |
|
|
2024
Q1 | $23.6K | Sell |
1,332
-111
| -8% | -$1.8K | ﹤0.01% | 591 |
|
|
2023
Q4 | $24.5K | Buy |
1,443
+92
| +7% | +$1.5K | ﹤0.01% | 540 |
|
|
2023
Q3 | $23.5K | Sell |
1,351
-294
| -18% | -$5.06K | ﹤0.01% | 505 |
|
|
2023
Q2 | $27.6K | Buy |
1,645
+465
| +39% | +$7.11K | ﹤0.01% | 470 |
|
|
2023
Q1 | $18.8K | Sell |
1,180
-186
| -14% | -$2.92K | ﹤0.01% | 554 |
|
|
2022
Q4 | $21.8K | Buy |
1,366
+2
| +0.1% | +$29 | ﹤0.01% | 518 |
|
|
2022
Q3 | $16K | Buy |
1,364
+121
| +10% | +$1.64K | ﹤0.01% | 620 |
|
|
2022
Q2 | $16K | Sell |
1,243
-39
| -3% | -$591 | ﹤0.01% | 633 |
|
|
2022
Q1 | $21K | Buy |
1,282
+234
| +22% | +$3.92K | ﹤0.01% | 591 |
|
|
2021
Q4 | $17K | Buy |
1,048
+148
| +16% | +$2.23K | ﹤0.01% | 602 |
|
|
2021
Q3 | $13K | Buy |
+900
| New | +$13K | ﹤0.01% | 606 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$7K | – | 489 |
|
|
2018
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 395 |
|
|
2017
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $6K | Buy |
+400
| New | +$5.46K | ﹤0.01% | 387 |
|
|
2016
Q4 | – | Sell |
-234
| Closed | -$3K | – | 462 |
|
|
2016
Q3 | $3K | Sell |
234
-110
| -32% | -$1.36K | ﹤0.01% | 444 |
|
|
2016
Q2 | $4K | Sell |
344
-453
| -57% | -$4.61K | ﹤0.01% | 440 |
|
|
2016
Q1 | $8K | Buy |
797
+453
| +132% | +$3.79K | ﹤0.01% | 416 |
|
|
2015
Q4 | $3K | Buy |
+344
| New | +$2.88K | ﹤0.01% | 485 |
|
Other funds holding HPE
EIM
JFS Wealth Advisors's HPE Position: Q2 2026 in Review
JFS Wealth Advisors increased its Hewlett Packard (HPE) stake by 2.5% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,393 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #504.
JFS Wealth Advisors first reported a position in HPE in Q4 2015 and has held it in 29 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.
- JFS Wealth Advisors held 1,393 shares of Hewlett Packard worth $62.9K as of Q2 2026.
- JFS Wealth Advisors bought 34 Hewlett Packard shares in Q2 2026, an estimated $1.23K.
- Hewlett Packard made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #504 holding.
- JFS Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 29 quarters since.
- 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.