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Kathmere Capital Management’s Hewlett Packard HPE Stock Holding History

Kathmere Capital Management’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 		$868K Sell
19,247
-1,563
-8% -$56.4K 0.05% 269
2026
Q1 		$495K Sell
20,810
-3,400
-14% -$75.3K 0.03% 359
2025
Q4 		$582K Sell
24,210
-746
-3% -$17.6K 0.04% 282
2025
Q3 		$613K Buy
24,956
+285
+1% +$6.3K 0.04% 256
2025
Q2 		$505K Buy
24,671
+11,753
+91% +$197K 0.04% 276
2025
Q1 		$199K Sell
12,918
-12,565
-49% -$250K 0.02% 417
2024
Q4 		$544K Buy
25,483
+11,869
+87% +$251K 0.05% 208
2024
Q3 		$279K Buy
+13,614
New +$260K 0.03% 301
2024
Q1 		– Sell
-10,018
Closed -$170K – 322
2023
Q4 		$170K Sell
10,018
-6,034
-38% -$98.3K 0.02% 280
2023
Q3 		$279K Sell
16,052
-55
-0.3% -$946 0.04% 197
2023
Q2 		$271K Buy
+16,107
New +$246K 0.04% 185
2023
Q1 		– Sell
-13,299
Closed -$212K – 238
2022
Q4 		$212K Buy
+13,299
New +$196K 0.04% 178

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Kathmere Capital Management's HPE Position: Q2 2026 in Review

Kathmere Capital Management reduced its Hewlett Packard (HPE) stake by 7.5% in Q2 2026, selling an estimated $56.4K and leaving 19,247 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #269.

Kathmere Capital Management first reported a position in HPE in Q4 2022 and has held it in 12 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Kathmere Capital Management held 19,247 shares of Hewlett Packard worth $868K as of Q2 2026.
  • Kathmere Capital Management sold 1,563 Hewlett Packard shares in Q2 2026, an estimated $56.4K.
  • Hewlett Packard made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #269 holding.
  • Kathmere Capital Management first reported a position in Hewlett Packard in Q4 2022 and has held it in 12 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.