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Modera Wealth Management’s Hewlett Packard HPE Stock Holding History

Modera Wealth Management’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 		$202K Buy
+4,477
New +$162K ﹤0.01% 632
2022
Q1 		– Sell
-17,336
Closed -$273K – 464
2021
Q4 		$273K Buy
+17,336
New +$261K 0.01% 447

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

Modera Wealth Management's HPE Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 4,477 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in HPE as recently as Q4 2021.

Modera Wealth Management first reported a position in HPE in Q4 2021 and has held it in 2 quarters since. The position peaked at $273K in Q4 2021. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Modera Wealth Management held 4,477 shares of Hewlett Packard worth $202K as of Q2 2026.
  • Hewlett Packard was a new Modera Wealth Management position in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #632 holding.
  • Modera Wealth Management first reported a position in Hewlett Packard in Q4 2021 and has held it in 2 quarters since.
  • Modera Wealth Management's Hewlett Packard position peaked at $273K in Q4 2021.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.