NewEdge Wealth’s Hewlett Packard HPE Stock Holding History

NewEdge Wealth’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	$728K	Sell	16,139 -3,022	-16%	-$109K	0.01%	745
2026 Q1	$456K	Sell	19,161 -23,401	-55%	-$519K	0.01%	839
2025 Q4	$1.02M	Buy	42,562 +17,362	+69%	+$409K	0.01%	624
2025 Q3	$597K	Sell	25,200 -114,358	-82%	-$2.53M	0.01%	700
2025 Q2	$2.85M	Sell	139,558 -1,330	-0.9%	-$22.3K	0.04%	309
2025 Q1	$2.17M	Buy	140,888 +5,030	+4%	+$100K	0.04%	344
2024 Q4	$2.9M	Buy	135,858 +12,253	+10%	+$259K	0.05%	279
2024 Q3	$2.53M	Buy	+123,605	New	+$2.36M	0.05%	308

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

NewEdge Wealth's HPE Position: Q2 2026 in Review

NewEdge Wealth reduced its Hewlett Packard (HPE) stake by 16% in Q2 2026, selling an estimated $109K and leaving 16,139 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #745.

NewEdge Wealth first reported a position in HPE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q4 2024. 1,447 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

NewEdge Wealth held 16,139 shares of Hewlett Packard worth $728K as of Q2 2026.
NewEdge Wealth sold 3,022 Hewlett Packard shares in Q2 2026, an estimated $109K.
Hewlett Packard made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #745 holding.
NewEdge Wealth first reported a position in Hewlett Packard in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Hewlett Packard position peaked at $2.9M in Q4 2024.
1,447 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.