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Physician Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Physician Wealth 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 		$125K Buy
2,761
+90
+3% +$3.25K 0.01% 284
2026
Q1 		$63.6K Buy
2,671
+166
+7% +$3.68K 0.01% 355
2025
Q4 		$60.2K Sell
2,505
-8
-0.3% -$188 0.01% 350
2025
Q3 		$61.7K Buy
2,513
+283
+13% +$6.26K 0.01% 339
2025
Q2 		$45.6K Buy
2,230
+92
+4% +$1.54K 0.01% 367
2025
Q1 		$33K Hold
2,138
– – 0.01% 399
2024
Q4 		$45.6K Buy
+2,138
New +$45.1K 0.01% 359

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's HPE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Hewlett Packard (HPE) stake by 3.4% in Q2 2026, buying an estimated $3.25K and bringing the position to 2,761 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #284.

Physician Wealth Advisors first reported a position in HPE in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Physician Wealth Advisors held 2,761 shares of Hewlett Packard worth $125K as of Q2 2026.
  • Physician Wealth Advisors bought 90 Hewlett Packard shares in Q2 2026, an estimated $3.25K.
  • Hewlett Packard made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • Physician Wealth Advisors first reported a position in Hewlett Packard in Q4 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.