Mather Group’s Hewlett Packard HPE Stock Holding History

Mather Group’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	$167K	Buy	3,704 +362	+11%	+$13.1K	﹤0.01%	816
2026 Q1	$79.6K	Buy	+3,342	New	+$74.1K	﹤0.01%	949
2025 Q4	–	Sell	-7,116	Closed	-$175K	–	1077
2025 Q3	$175K	Buy	+7,116	New	+$157K	﹤0.01%	658
2025 Q2	–	Sell	-6,880	Closed	-$106K	–	1091
2025 Q1	$106K	Sell	6,880 -677	-9%	-$13.5K	﹤0.01%	733
2024 Q4	$161K	Buy	7,557 +440	+6%	+$9.29K	﹤0.01%	630
2024 Q3	$146K	Sell	7,117 -1,257	-15%	-$24K	﹤0.01%	663
2024 Q2	$148K	Buy	8,374 +1,653	+25%	+$30.5K	﹤0.01%	694
2024 Q1	$114K	Buy	+6,721	New	+$109K	﹤0.01%	668

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

Mather Group's HPE Position: Q2 2026 in Review

Mather Group increased its Hewlett Packard (HPE) stake by 11% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,704 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Mather Group first reported a position in HPE in Q1 2024 and has held it in 8 quarters since. The position peaked at $175K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Mather Group held 3,704 shares of Hewlett Packard worth $167K as of Q2 2026.
Mather Group bought 362 Hewlett Packard shares in Q2 2026, an estimated $13.1K.
Hewlett Packard made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #816 holding.
Mather Group first reported a position in Hewlett Packard in Q1 2024 and has held it in 8 quarters since.
Mather Group's Hewlett Packard position peaked at $175K in Q3 2025.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.