Perennial Advisors’s Hewlett Packard HPE Stock Holding History

Perennial Advisors’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	$498K	Hold	11,030	–	–	0.08%	100
2026 Q1	$263K	Hold	11,030	–	–	0.05%	109
2025 Q4	$265K	Hold	11,030	–	–	0.04%	105
2025 Q3	$271K	Hold	11,030	–	–	0.05%	108
2025 Q2	$226K	Hold	11,030	–	–	0.04%	114
2025 Q1	$170K	Hold	11,030	–	–	0.03%	112
2024 Q4	$235K	Buy	+11,030	New	+$233K	0.05%	74
2024 Q2	$294K	Hold	13,877	–	–	0.07%	93
2024 Q1	$246K	Hold	13,877	–	–	0.06%	98
2023 Q4	$236K	Sell	13,877 -10	-0.1%	-$163	0.06%	102
2023 Q3	$241K	Sell	13,887 -2,670	-16%	-$45.9K	0.07%	96
2023 Q2	$278K	Buy	+16,557	New	+$253K	0.07%	96

Other funds holding HPE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return