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Legacy Private Trust’s Hewlett Packard HPE Stock Holding History

Legacy Private Trust’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
Q3 		$998K Buy
+15,623
New +$827K 0.05% 159

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Legacy Private Trust's HPE Position: Q3 2026 in Review

Legacy Private Trust opened a new position in Hewlett Packard (HPE) in Q3 2026: 15,623 shares worth $998K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

72 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Legacy Private Trust held 15,623 shares of Hewlett Packard worth $998K as of Q3 2026.
  • Hewlett Packard was a new Legacy Private Trust position in Q3 2026.
  • Hewlett Packard made up 0.05% of Legacy Private Trust's portfolio in Q3 2026, its #159 holding.
  • 72 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.