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Kingswood Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Kingswood Wealth 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 		$550K Sell
12,203
-779
-6% -$28.1K 0.02% 582
2026
Q1 		$309K Buy
12,982
+149
+1% +$3.3K 0.01% 702
2025
Q4 		$308K Sell
12,833
-198
-2% -$4.67K 0.01% 672
2025
Q3 		$320K Buy
+13,031
New +$288K 0.02% 605
2025
Q1 		– Sell
-12,951
Closed -$277K – 772
2024
Q4 		$277K Buy
+12,951
New +$273K 0.02% 636

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

Kingswood Wealth Advisors's HPE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Hewlett Packard (HPE) stake by 6% in Q2 2026, selling an estimated $28.1K and leaving 12,203 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #582.

Kingswood Wealth Advisors first reported a position in HPE in Q4 2024 and has held it in 5 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Kingswood Wealth Advisors held 12,203 shares of Hewlett Packard worth $550K as of Q2 2026.
  • Kingswood Wealth Advisors sold 779 Hewlett Packard shares in Q2 2026, an estimated $28.1K.
  • Hewlett Packard made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #582 holding.
  • Kingswood Wealth Advisors first reported a position in Hewlett Packard in Q4 2024 and has held it in 5 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.