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Modern Wealth Management’s Hewlett Packard HPE Stock Holding History

Modern 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 		$2.49M Buy
55,229
+320
+0.6% +$11.6K 0.03% 351
2026
Q1 		$1.32M Buy
54,909
+5,595
+11% +$124K 0.02% 370
2025
Q4 		$1.18M Sell
49,314
-555
-1% -$13.1K 0.02% 374
2025
Q3 		$1.22M Buy
49,869
+100
+0.2% +$2.21K 0.02% 351
2025
Q2 		$1.02M Sell
49,769
-9,133
-16% -$153K 0.03% 368
2025
Q1 		$909K Buy
58,902
+27,327
+87% +$544K 0.03% 316
2024
Q4 		$674K Buy
+31,575
New +$667K 0.03% 316

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

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

Modern Wealth Management increased its Hewlett Packard (HPE) stake by 0.58% in Q2 2026, buying an estimated $11.6K and bringing the position to 55,229 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #351.

Modern Wealth Management first reported a position in HPE in Q4 2024 and has held it in 7 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Modern Wealth Management held 55,229 shares of Hewlett Packard worth $2.49M as of Q2 2026.
  • Modern Wealth Management bought 320 Hewlett Packard shares in Q2 2026, an estimated $11.6K.
  • Hewlett Packard made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Modern Wealth Management first reported a position in Hewlett Packard in Q4 2024 and has held it in 7 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.