Mosaic Family Wealth Partners’s Hewlett Packard HPE Stock Holding History

Mosaic Family Wealth Partners’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	$1.9M	Buy	42,119 +1,093	+3%	+$39.5K	0.13%	129
2026 Q1	$977K	Buy	41,026 +1	+0%	+$22	0.1%	111
2025 Q4	$985K	Sell	41,025 -9,109	-18%	-$215K	0.11%	98
2025 Q3	$1.21M	Buy	50,134 +134	+0.3%	+$2.96K	0.14%	75
2025 Q2	$1.02M	Sell	50,000 -246	-0.5%	-$4.12K	0.13%	80
2025 Q1	$775K	Buy	50,246 +246	+0.5%	+$4.9K	0.11%	94
2024 Q4	$1.07M	Hold	50,000	–	–	0.15%	71
2024 Q3	$1.02M	Hold	50,000	–	–	0.15%	77
2024 Q2	$1.06M	Hold	50,000	–	–	0.17%	67
2024 Q1	$887K	Hold	50,000	–	–	0.15%	81
2023 Q4	$849K	Hold	50,000	–	–	0.15%	81
2023 Q3	$869K	Hold	50,000	–	–	0.17%	73
2023 Q2	$840K	Sell	50,000 -5	-0%	-$76	0.17%	78
2023 Q1	$797K	Buy	50,005 +5	+0%	+$79	0.17%	77
2022 Q4	$798K	Buy	+50,000	New	+$737K	0.23%	69

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

Mosaic Family Wealth Partners's HPE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Hewlett Packard (HPE) stake by 2.7% in Q2 2026, buying an estimated $39.5K and bringing the position to 42,119 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #129.

Mosaic Family Wealth Partners first reported a position in HPE in Q4 2022 and has held it in 15 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Mosaic Family Wealth Partners held 42,119 shares of Hewlett Packard worth $1.9M as of Q2 2026.
Mosaic Family Wealth Partners bought 1,093 Hewlett Packard shares in Q2 2026, an estimated $39.5K.
Hewlett Packard made up 0.13% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #129 holding.
Mosaic Family Wealth Partners first reported a position in Hewlett Packard in Q4 2022 and has held it in 15 quarters since.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.