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RFG Advisory’s Hewlett Packard HPE Stock Holding History

RFG Advisory’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 		$330K Buy
+7,326
New +$265K 0.01% 919
2026
Q1 		– Sell
-8,602
Closed -$207K – 1078
2025
Q4 		$207K Buy
+8,602
New +$203K ﹤0.01% 944

Other funds holding HPE

PL
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

RFG Advisory's HPE Position: Q2 2026 in Review

RFG Advisory opened a new position in Hewlett Packard (HPE) in Q2 2026: 7,326 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: RFG Advisory previously reported a position in HPE as recently as Q4 2025.

RFG Advisory first reported a position in HPE in Q4 2025 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • RFG Advisory held 7,326 shares of Hewlett Packard worth $330K as of Q2 2026.
  • Hewlett Packard was a new RFG Advisory position in Q2 2026.
  • Hewlett Packard made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #919 holding.
  • RFG Advisory first reported a position in Hewlett Packard in Q4 2025 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.