Prospera Financial Services’s Hewlett Packard HPE Stock Holding History

Prospera Financial 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	$2.85M	Buy	63,108 +4,068	+7%	+$147K	0.04%	417
2026 Q1	$1.41M	Buy	59,040 +25,200	+74%	+$558K	0.02%	598
2025 Q4	$813K	Sell	33,840 -8,118	-19%	-$191K	0.01%	758
2025 Q3	$1.03M	Buy	41,958 +1,437	+4%	+$31.8K	0.02%	673
2025 Q2	$829K	Buy	40,521 +11,262	+38%	+$189K	0.02%	719
2025 Q1	$451K	Buy	29,259 +4,950	+20%	+$98.6K	0.01%	817
2024 Q4	$519K	Buy	+24,309	New	+$513K	0.01%	733
2022 Q2	–	Sell	-994	Closed	-$17K	–	2054
2022 Q1	$17K	Buy	+994	New	+$16.7K	﹤0.01%	1798
2021 Q3	–	Sell	-15,651	Closed	-$228K	–	818
2021 Q2	$228K	Sell	15,651 -13,250	-46%	-$209K	0.01%	734
2021 Q1	$455K	Buy	28,901 +59	+0.2%	+$817	0.03%	516
2020 Q4	$342K	Buy	+28,842	New	+$303K	0.02%	498

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

Prospera Financial Services's HPE Position: Q2 2026 in Review

Prospera Financial Services increased its Hewlett Packard (HPE) stake by 6.9% in Q2 2026, buying an estimated $147K and bringing the position to 63,108 shares worth $2.85M. The position accounts for 0.04% of the portfolio, ranked #417.

Prospera Financial Services first reported a position in HPE in Q4 2020 and has held it in 11 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Prospera Financial Services held 63,108 shares of Hewlett Packard worth $2.85M as of Q2 2026.
Prospera Financial Services bought 4,068 Hewlett Packard shares in Q2 2026, an estimated $147K.
Hewlett Packard made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #417 holding.
Prospera Financial Services first reported a position in Hewlett Packard in Q4 2020 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.