Peterson Wealth Services’s Hewlett Packard HPE Stock Holding History

Peterson Wealth Services’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	$531K	Sell	11,765 -78	-0.7%	-$2.82K	0.12%	100
2026 Q1	$282K	Buy	11,843 +2,254	+24%	+$49.9K	0.07%	113
2025 Q4	$230K	Sell	9,589 -6,179	-39%	-$146K	0.06%	109
2025 Q3	$235K	Buy	15,768 +6,652	+73%	+$147K	0.06%	112
2025 Q2	$186K	Sell	9,116 -869	-9%	-$14.6K	0.05%	122
2025 Q1	$154K	Sell	9,985 -281	-3%	-$5.6K	0.05%	128
2024 Q4	$219K	Buy	10,266 +40	+0.4%	+$844	0.07%	114
2024 Q3	$209K	Buy	+10,226	New	+$195K	0.07%	120

Other funds holding HPE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Peterson Wealth Services's HPE Position: Q2 2026 in Review

Peterson Wealth Services reduced its Hewlett Packard (HPE) stake by 0.66% in Q2 2026, selling an estimated $2.82K and leaving 11,765 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #100.

Peterson Wealth Services first reported a position in HPE in Q3 2024 and has held it in 8 quarters since. 575 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Peterson Wealth Services held 11,765 shares of Hewlett Packard worth $531K as of Q2 2026.
Peterson Wealth Services sold 78 Hewlett Packard shares in Q2 2026, an estimated $2.82K.
Hewlett Packard made up 0.12% of Peterson Wealth Services's portfolio in Q2 2026, its #100 holding.
Peterson Wealth Services first reported a position in Hewlett Packard in Q3 2024 and has held it in 8 quarters since.
575 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.