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Ridgewood Investments’s Hewlett Packard HPE Stock Holding History

Ridgewood Investments’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 		$1.4M Sell
31,126
-16,802
-35% -$607K 0.53% 57
2026
Q1 		$1.14M Buy
+47,928
New +$1.06M 0.47% 64
2025
Q3 		$1.27M Sell
51,732
-3,244
-6% -$71.7K 0.54% 61
2025
Q2 		$1.12M Sell
54,976
-3,022
-5% -$50.7K 0.49% 57
2025
Q1 		$868K Hold
57,998
– – 0.4% 74
2024
Q4 		$1.24M Buy
57,998
+500
+0.9% +$10.6K 0.6% 40
2024
Q3 		$1.18M Buy
57,498
+20,397
+55% +$390K 0.59% 47
2024
Q2 		$785K Hold
37,101
– – 0.39% 75
2024
Q1 		$658K Buy
+37,101
New +$602K 0.35% 94
2023
Q3 		– Sell
-553
Closed -$9.29K – 431
2023
Q2 		$9.29K Hold
553
– – 0.01% 521
2023
Q1 		$8.81K Buy
+553
New +$8.69K 0.01% 529

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

Ridgewood Investments's HPE Position: Q2 2026 in Review

Ridgewood Investments reduced its Hewlett Packard (HPE) stake by 35% in Q2 2026, selling an estimated $607K and leaving 31,126 shares worth $1.4M. The position accounts for 0.53% of the portfolio, ranked #57.

Ridgewood Investments first reported a position in HPE in Q1 2023 and has held it in 11 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Ridgewood Investments held 31,126 shares of Hewlett Packard worth $1.4M as of Q2 2026.
  • Ridgewood Investments sold 16,802 Hewlett Packard shares in Q2 2026, an estimated $607K.
  • Hewlett Packard made up 0.53% of Ridgewood Investments's portfolio in Q2 2026, its #57 holding.
  • Ridgewood Investments first reported a position in Hewlett Packard in Q1 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 Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.