Private Advisory Group
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Private Advisory Group’s Hewlett Packard HPE Stock Holding History

Private Advisory 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
Q3 		$1.78M Buy
27,848
+23,201
+499% +$1.23M 0.09% 154
2026
Q2 		$210K Buy
+4,647
New +$168K 0.01% 287
2017
Q1 		– Sell
-53,508
Closed -$720K – 144
2016
Q4 		$720K Buy
+53,508
New +$715K 0.5% 52

Other funds holding HPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Private Advisory Group's HPE Position: Q3 2026 in Review

Private Advisory Group increased its Hewlett Packard (HPE) stake by 499% in Q3 2026, buying an estimated $1.23M and bringing the position to 27,848 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #154.

Private Advisory Group first reported a position in HPE in Q4 2016 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Private Advisory Group held 27,848 shares of Hewlett Packard worth $1.78M as of Q3 2026.
  • Private Advisory Group bought 23,201 Hewlett Packard shares in Q3 2026, an estimated $1.23M.
  • Hewlett Packard made up 0.09% of Private Advisory Group's portfolio in Q3 2026, its #154 holding.
  • Private Advisory Group first reported a position in Hewlett Packard in Q4 2016 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.