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Lifeworks Advisors’s Hewlett Packard HPE Stock Holding History

Lifeworks 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 		$12.4M Sell
275,220
-36,150
-12% -$1.31M 1.3% 13
2026
Q1 		$7.41M Buy
311,370
+62,844
+25% +$1.39M 0.95% 30
2025
Q4 		$5.97M Buy
248,526
+32,782
+15% +$772K 0.77% 37
2025
Q3 		$5.3M Buy
215,744
+47,855
+29% +$1.06M 0.71% 44
2025
Q2 		$3.43M Buy
167,889
+22,203
+15% +$372K 0.51% 60
2025
Q1 		$2.25M Buy
145,686
+6,136
+4% +$122K 0.37% 72
2024
Q4 		$2.98M Buy
139,550
+26,786
+24% +$565K 0.54% 58
2024
Q3 		$2.31M Buy
112,764
+10,409
+10% +$199K 0.45% 67
2024
Q2 		$2.17M Sell
102,355
-11,600
-10% -$214K 0.6% 52
2024
Q1 		$2.02M Buy
113,955
+18,035
+19% +$293K 0.57% 55
2023
Q4 		$1.63M Buy
95,920
+20,188
+27% +$329K 0.56% 57
2023
Q3 		$1.32M Sell
75,732
-993
-1% -$17.1K 0.51% 60
2023
Q2 		$1.29M Buy
76,725
+7,116
+10% +$109K 0.55% 61
2023
Q1 		$1.11M Sell
69,609
-13,719
-16% -$216K 0.52% 70
2022
Q4 		$1.33M Buy
83,328
+3,161
+4% +$46.6K 0.75% 46
2022
Q3 		$1.14M Buy
+80,167
New +$1.09M 0.65% 55

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

Lifeworks Advisors's HPE Position: Q2 2026 in Review

Lifeworks Advisors reduced its Hewlett Packard (HPE) stake by 12% in Q2 2026, selling an estimated $1.31M and leaving 275,220 shares worth $12.4M. The position accounts for 1.3% of the portfolio, ranked #13.

Lifeworks Advisors first reported a position in HPE in Q3 2022 and has held it in 16 quarters since. 1,445 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Lifeworks Advisors held 275,220 shares of Hewlett Packard worth $12.4M as of Q2 2026.
  • Lifeworks Advisors sold 36,150 Hewlett Packard shares in Q2 2026, an estimated $1.31M.
  • Hewlett Packard made up 1.3% of Lifeworks Advisors's portfolio in Q2 2026, its #13 holding.
  • Lifeworks Advisors first reported a position in Hewlett Packard in Q3 2022 and has held it in 16 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.