Legacy Financial Advisors’s Hewlett Packard HPE Stock Holding History

Legacy Financial 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	$495K	Sell	10,981 -279	-2%	-$10.1K	0.06%	247
2026 Q1	$268K	Buy	11,260 +1,396	+14%	+$30.9K	0.04%	345
2025 Q4	$237K	Sell	9,864 -1,001	-9%	-$23.6K	0.03%	356
2025 Q3	$267K	Sell	10,865 -229	-2%	-$5.06K	0.04%	350
2025 Q2	$227K	Buy	+11,094	New	+$186K	0.04%	317
2019 Q2	–	Sell	-4,252	Closed	-$66K	–	453
2019 Q1	$66K	Sell	4,252 -206	-5%	-$3.17K	0.02%	232
2018 Q4	$59K	Buy	4,458 +408	+10%	+$6.11K	0.02%	212
2018 Q3	$66K	Hold	4,050	–	–	0.02%	214
2018 Q2	$63K	Hold	4,050	–	–	0.02%	219
2018 Q1	$69K	Hold	4,050	–	–	0.03%	205
2017 Q4	$58K	Buy	+4,050	New	+$57.5K	0.02%	224

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Legacy Financial Advisors's HPE Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Hewlett Packard (HPE) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 10,981 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #247.

Legacy Financial Advisors first reported a position in HPE in Q4 2017 and has held it in 11 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Legacy Financial Advisors held 10,981 shares of Hewlett Packard worth $495K as of Q2 2026.
Legacy Financial Advisors sold 279 Hewlett Packard shares in Q2 2026, an estimated $10.1K.
Hewlett Packard made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #247 holding.
Legacy Financial Advisors first reported a position in Hewlett Packard in Q4 2017 and has held it in 11 quarters since.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.