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Kestra Private Wealth Services’s Hewlett Packard HPE Stock Holding History

Kestra Private Wealth 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 		$2.62M Sell
58,068
-1,896
-3% -$68.5K 0.03% 506
2026
Q1 		$1.43M Buy
59,964
+3,932
+7% +$87.1K 0.02% 671
2025
Q4 		$1.35M Buy
56,032
+4,237
+8% +$99.8K 0.02% 680
2025
Q3 		$1.27M Buy
51,795
+5,859
+13% +$130K 0.02% 678
2025
Q2 		$939K Buy
45,936
+5,176
+13% +$86.8K 0.01% 767
2025
Q1 		$629K Buy
40,760
+2,352
+6% +$46.8K 0.01% 858
2024
Q4 		$820K Sell
38,408
-1,260
-3% -$26.6K 0.01% 719
2024
Q3 		$812K Buy
39,668
+11,231
+39% +$215K 0.01% 679
2024
Q2 		$602K Buy
28,437
+3,492
+14% +$64.4K 0.01% 757
2024
Q1 		$442K Buy
24,945
+1,384
+6% +$22.5K 0.01% 855
2023
Q4 		$400K Sell
23,561
-503
-2% -$8.2K 0.01% 824
2023
Q3 		$418K Buy
24,064
+1,775
+8% +$30.5K 0.01% 734
2023
Q2 		$374K Sell
22,289
-35,362
-61% -$541K 0.01% 738
2023
Q1 		$918K Buy
57,651
+44,187
+328% +$694K 0.04% 432
2022
Q4 		$215K Buy
13,464
+2,194
+19% +$32.3K 0.01% 780
2022
Q3 		$135K Sell
11,270
-456
-4% -$6.2K 0.01% 822
2022
Q2 		$155K Sell
11,726
-115
-1% -$1.74K 0.01% 824
2022
Q1 		$198K Sell
11,841
-734
-6% -$12.3K 0.01% 892
2021
Q4 		$198K Sell
12,575
-1,626
-11% -$24.5K 0.01% 917
2021
Q3 		$202K Buy
14,201
+1,889
+15% +$27.3K 0.01% 851
2021
Q2 		$180K Sell
12,312
-506
-4% -$7.99K 0.01% 822
2021
Q1 		$202K Sell
12,818
-325
-2% -$4.5K 0.01% 734
2020
Q4 		$154K Buy
+13,143
New +$138K 0.01% 692

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Private Wealth Services's HPE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Hewlett Packard (HPE) stake by 3.2% in Q2 2026, selling an estimated $68.5K and leaving 58,068 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #506.

Kestra Private Wealth Services first reported a position in HPE in Q4 2020 and has held it in 23 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Kestra Private Wealth Services held 58,068 shares of Hewlett Packard worth $2.62M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,896 Hewlett Packard shares in Q2 2026, an estimated $68.5K.
  • Hewlett Packard made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #506 holding.
  • Kestra Private Wealth Services first reported a position in Hewlett Packard in Q4 2020 and has held it in 23 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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