PWMG
HPE icon

Private Wealth Management Group’s Hewlett Packard HPE Stock Holding History

Private Wealth Management 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
Q2 		$28.2K Buy
626
+11
+2% +$397 0.01% 303
2026
Q1 		$14.6K Hold
615
– – ﹤0.01% 415
2025
Q4 		$14.8K Buy
615
+42
+7% +$989 ﹤0.01% 392
2025
Q3 		$14.1K Buy
573
+88
+18% +$1.95K ﹤0.01% 422
2025
Q2 		$9.92K Buy
485
+82
+20% +$1.38K ﹤0.01% 492
2025
Q1 		$6.22K Sell
403
-424
-51% -$8.44K ﹤0.01% 636
2024
Q4 		$17.7K Buy
827
+136
+20% +$2.87K 0.01% 331
2024
Q3 		$14.1K Sell
691
-84
-11% -$1.6K 0.01% 366
2024
Q2 		$16.4K Buy
775
+396
+104% +$7.3K 0.01% 321
2024
Q1 		$6.72K Sell
379
-52
-12% -$844 ﹤0.01% 536
2023
Q4 		$7.32K Buy
+431
New +$7.02K ﹤0.01% 486

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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

Private Wealth Management Group's HPE Position: Q2 2026 in Review

Private Wealth Management Group increased its Hewlett Packard (HPE) stake by 1.8% in Q2 2026, buying an estimated $397 and bringing the position to 626 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #303.

Private Wealth Management Group first reported a position in HPE in Q4 2023 and has held it in 11 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Private Wealth Management Group held 626 shares of Hewlett Packard worth $28.2K as of Q2 2026.
  • Private Wealth Management Group bought 11 Hewlett Packard shares in Q2 2026, an estimated $397.
  • Hewlett Packard made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #303 holding.
  • Private Wealth Management Group first reported a position in Hewlett Packard in Q4 2023 and has held it in 11 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.