KAS
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Kestra Advisory Services’s Hewlett Packard HPE Stock Holding History

Kestra Advisory Services’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 		$3.66M Sell
81,138
-60,676
-43% -$2.19M 0.01% 1006
2026
Q1 		$3.38M Buy
141,814
+17,590
+14% +$390K 0.01% 1001
2025
Q4 		$2.98M Buy
124,224
+6,761
+6% +$159K 0.01% 994
2025
Q3 		$2.88M Buy
117,463
+5,347
+5% +$118K 0.01% 959
2025
Q2 		$2.29M Sell
112,116
-14,277
-11% -$239K 0.01% 1010
2025
Q1 		$1.95M Buy
126,393
+1,395
+1% +$27.8K 0.01% 997
2024
Q4 		$2.67M Buy
124,998
+36,676
+42% +$774K 0.01% 849
2024
Q3 		$1.81M Buy
88,322
+62,482
+242% +$1.19M 0.01% 1001
2024
Q2 		$547K Buy
25,840
+1,036
+4% +$19.1K ﹤0.01% 1722
2024
Q1 		$440K Buy
24,804
+2,919
+13% +$47.4K ﹤0.01% 1744
2023
Q4 		$372K Buy
21,885
+2,801
+15% +$45.6K ﹤0.01% 1712
2023
Q3 		$331K Sell
19,084
-1,305
-6% -$22.4K ﹤0.01% 1598
2023
Q2 		$343K Sell
20,389
-18,200
-47% -$278K ﹤0.01% 1527
2023
Q1 		$615K Sell
38,589
-54,263
-58% -$852K 0.01% 1174
2022
Q4 		$1.48M Buy
92,852
+33,772
+57% +$498K 0.01% 877
2022
Q3 		$708K Buy
59,080
+21,614
+58% +$294K 0.01% 1129
2022
Q2 		$497K Buy
37,466
+15,671
+72% +$238K 0.01% 1329
2022
Q1 		$364K Sell
21,795
-1,298
-6% -$21.8K ﹤0.01% 1484
2021
Q4 		$364K Sell
23,093
-2,418
-9% -$36.5K ﹤0.01% 1496
2021
Q3 		$364K Sell
25,511
-372
-1% -$5.37K ﹤0.01% 1559
2021
Q2 		$377K Buy
25,883
+1,137
+5% +$18K ﹤0.01% 1431
2021
Q1 		$390K Sell
24,746
-6,338
-20% -$87.8K 0.01% 1312
2020
Q4 		$363K Buy
31,084
+5,611
+22% +$58.9K ﹤0.01% 1366
2020
Q3 		$239K Buy
+25,473
New +$243K ﹤0.01% 1209

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

Kestra Advisory Services's HPE Position: Q2 2026 in Review

Kestra Advisory Services reduced its Hewlett Packard (HPE) stake by 43% in Q2 2026, selling an estimated $2.19M and leaving 81,138 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #1006.

Kestra Advisory Services first reported a position in HPE in Q3 2020 and has held it in 24 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Kestra Advisory Services held 81,138 shares of Hewlett Packard worth $3.66M as of Q2 2026.
  • Kestra Advisory Services sold 60,676 Hewlett Packard shares in Q2 2026, an estimated $2.19M.
  • Hewlett Packard made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1006 holding.
  • Kestra Advisory Services first reported a position in Hewlett Packard in Q3 2020 and has held it in 24 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.