Perigon Wealth Management’s Hewlett Packard HPE Stock Holding History

Perigon 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	$634K	Buy	14,045 +1,099	+8%	+$39.7K	0.01%	772
2026 Q1	$308K	Sell	12,946 -507	-4%	-$11.2K	0.01%	1008
2025 Q4	$323K	Buy	13,453 +125	+0.9%	+$2.94K	0.01%	985
2025 Q3	$327K	Sell	13,328 -23,493	-64%	-$519K	0.01%	914
2025 Q2	$753K	Sell	36,821 -4,081	-10%	-$68.4K	0.02%	563
2025 Q1	$631K	Buy	40,902 +109	+0.3%	+$2.17K	0.02%	572
2024 Q4	$955K	Buy	40,793 +1,671	+4%	+$35.3K	0.02%	457
2024 Q3	$800K	Buy	39,122 +25,758	+193%	+$492K	0.02%	489
2024 Q2	$283K	Buy	+13,364	New	+$246K	0.01%	711
2021 Q1	–	Sell	-2,219	Closed	-$26K	–	728
2020 Q4	$26K	Buy	+2,219	New	+$23.3K	﹤0.01%	952
2017 Q2	–	Sell	-625	Closed	-$9K	–	603
2017 Q1	$9K	Buy	625 +221	+55%	+$2.97K	﹤0.01%	535
2016 Q4	$5K	Buy	+404	New	+$5.4K	﹤0.01%	641
2016 Q2	–	Sell	-430	Closed	-$4K	–	451
2016 Q1	$4K	Buy	+430	New	+$3.6K	﹤0.01%	248

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Perigon Wealth Management's HPE Position: Q2 2026 in Review

Perigon Wealth Management increased its Hewlett Packard (HPE) stake by 8.5% in Q2 2026, buying an estimated $39.7K and bringing the position to 14,045 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #772.

Perigon Wealth Management first reported a position in HPE in Q1 2016 and has held it in 13 quarters since. The position peaked at $955K in Q4 2024. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Perigon Wealth Management held 14,045 shares of Hewlett Packard worth $634K as of Q2 2026.
Perigon Wealth Management bought 1,099 Hewlett Packard shares in Q2 2026, an estimated $39.7K.
Hewlett Packard made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #772 holding.
Perigon Wealth Management first reported a position in Hewlett Packard in Q1 2016 and has held it in 13 quarters since.
Perigon Wealth Management's Hewlett Packard position peaked at $955K in Q4 2024.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.