OWG
HPE icon

Oxford Wealth Group’s Hewlett Packard HPE Stock Holding History

Oxford Wealth Group’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 		$631K Sell
13,977
-2,106
-13% -$76.1K 0.28% 55
2026
Q1 		$383K Sell
16,083
-310
-2% -$6.87K 0.21% 70
2025
Q4 		$394K Buy
+16,393
New +$386K 0.19% 68

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 $3.38T AUM 44.17% 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

Oxford Wealth Group's HPE Position: Q2 2026 in Review

Oxford Wealth Group reduced its Hewlett Packard (HPE) stake by 13% in Q2 2026, selling an estimated $76.1K and leaving 13,977 shares worth $631K. The position accounts for 0.28% of the portfolio, ranked #55.

Oxford Wealth Group first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. 1,449 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Oxford Wealth Group held 13,977 shares of Hewlett Packard worth $631K as of Q2 2026.
  • Oxford Wealth Group sold 2,106 Hewlett Packard shares in Q2 2026, an estimated $76.1K.
  • Hewlett Packard made up 0.28% of Oxford Wealth Group's portfolio in Q2 2026, its #55 holding.
  • Oxford Wealth Group first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.