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Ritholtz Wealth Management’s Hewlett Packard HPE Stock Holding History

Ritholtz Wealth Management’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 		$3.07M Sell
67,999
-2,375
-3% -$85.8K 0.05% 310
2026
Q1 		$1.68M Sell
70,374
-18,997
-21% -$421K 0.03% 417
2025
Q4 		$2.15M Sell
89,371
-24,423
-21% -$575K 0.04% 337
2025
Q3 		$2.79M Buy
113,794
+4,951
+5% +$109K 0.05% 246
2025
Q2 		$2.23M Buy
108,843
+14,062
+15% +$236K 0.05% 269
2025
Q1 		$1.46M Buy
94,781
+13,807
+17% +$275K 0.04% 313
2024
Q4 		$1.73M Buy
80,974
+13,563
+20% +$286K 0.05% 258
2024
Q3 		$1.38M Buy
67,411
+14,544
+28% +$278K 0.04% 307
2024
Q2 		$1.12M Buy
52,867
+679
+1% +$12.5K 0.04% 327
2024
Q1 		$925K Sell
52,188
-19,125
-27% -$311K 0.03% 382
2023
Q4 		$1.21M Sell
71,313
-15,268
-18% -$249K 0.05% 266
2023
Q3 		$1.5M Sell
86,581
-2,222
-3% -$38.2K 0.07% 197
2023
Q2 		$1.49M Buy
88,803
+746
+0.8% +$11.4K 0.07% 190
2023
Q1 		$1.4M Buy
88,057
+14,228
+19% +$224K 0.07% 183
2022
Q4 		$1.18M Buy
73,829
+26,646
+56% +$393K 0.07% 208
2022
Q3 		$565K Buy
+47,183
New +$641K 0.03% 369

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ritholtz Wealth Management's HPE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Hewlett Packard (HPE) stake by 3.4% in Q2 2026, selling an estimated $85.8K and leaving 67,999 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #310.

Ritholtz Wealth Management first reported a position in HPE in Q3 2022 and has held it in 16 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Ritholtz Wealth Management held 67,999 shares of Hewlett Packard worth $3.07M as of Q2 2026.
  • Ritholtz Wealth Management sold 2,375 Hewlett Packard shares in Q2 2026, an estimated $85.8K.
  • Hewlett Packard made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Ritholtz Wealth Management first reported a position in Hewlett Packard in Q3 2022 and has held it in 16 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.