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Mowery & Schoenfeld Wealth Management’s Hewlett Packard HPE Stock Holding History

Mowery & Schoenfeld 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 		$8.07K Hold
179
– – 0.01% 257
2026
Q1 		$4.26K Hold
179
– – 0.01% 292
2025
Q4 		$4.3K Hold
179
– – 0.01% 337
2025
Q3 		$4.4K Hold
179
– – 0.01% 297
2025
Q2 		$3.66K Hold
179
– – 0.01% 299
2025
Q1 		$2.76K Sell
179
-26
-13% -$518 0.01% 374
2024
Q4 		$4.38K Buy
+205
New +$4.33K 0.01% 317

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HPE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Hewlett Packard (HPE) position steady in Q2 2026 at 179 shares worth $8.07K. The position accounts for 0.01% of the portfolio, ranked #257.

Mowery & Schoenfeld Wealth Management first reported a position in HPE in Q4 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 179 shares of Hewlett Packard worth $8.07K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Hewlett Packard share count unchanged in Q2 2026.
  • Hewlett Packard made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Hewlett Packard in Q4 2024 and has held it in 7 quarters since.
  • 909 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.