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SACKS & ASSOCIATES, LLC’s Hewlett Packard HPE Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$1.01M Sell
21,105
-1,089
-5% -$39.3K 0.68% 38
2026
Q1 		$528K Sell
22,194
-5,911
-21% -$131K 0.39% 50
2025
Q4 		$675K Buy
+28,105
New +$662K 0.5% 46

Other funds holding HPE

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's HPE Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its Hewlett Packard (HPE) stake by 4.9% in Q2 2026, selling an estimated $39.3K and leaving 21,105 shares worth $1.01M. The position accounts for 0.68% of the portfolio, ranked #38.

SACKS & ASSOCIATES, LLC first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 21,105 shares of Hewlett Packard worth $1.01M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 1,089 Hewlett Packard shares in Q2 2026, an estimated $39.3K.
  • Hewlett Packard made up 0.68% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #38 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.