Merit Financial Group’s Hewlett Packard HPE Stock Holding History

Merit Financial 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	$3.01M	Sell	66,811 -73,903	-53%	-$2.67M	0.02%	586
2026 Q1	$3.35M	Buy	140,714 +43,889	+45%	+$973K	0.02%	508
2025 Q4	$2.33M	Buy	96,825 +55,410	+134%	+$1.31M	0.02%	588
2025 Q3	$1.02M	Buy	41,415 +260	+0.6%	+$5.75K	0.01%	861
2025 Q2	$842K	Sell	41,155 -35,510	-46%	-$595K	0.01%	869
2025 Q1	$1.18M	Buy	76,665 +53,044	+225%	+$1.06M	0.02%	597
2024 Q4	$504K	Buy	+23,621	New	+$499K	0.01%	727
2024 Q3	–	Sell	-10,309	Closed	-$218K	–	887
2024 Q2	$218K	Buy	+10,309	New	+$190K	﹤0.01%	841

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Merit Financial Group's HPE Position: Q2 2026 in Review

Merit Financial Group reduced its Hewlett Packard (HPE) stake by 53% in Q2 2026, selling an estimated $2.67M and leaving 66,811 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #586.

Merit Financial Group first reported a position in HPE in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q1 2026. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Merit Financial Group held 66,811 shares of Hewlett Packard worth $3.01M as of Q2 2026.
Merit Financial Group sold 73,903 Hewlett Packard shares in Q2 2026, an estimated $2.67M.
Hewlett Packard made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #586 holding.
Merit Financial Group first reported a position in Hewlett Packard in Q2 2024 and has held it in 8 quarters since.
Merit Financial Group's Hewlett Packard position peaked at $3.35M in Q1 2026.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.