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Root Financial Partners’s Hewlett Packard HPE Stock Holding History

Root Financial Partners’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 		$600K Buy
13,300
+999
+8% +$36.1K 0.02% 171
2026
Q1 		$293K Buy
12,301
+1,038
+9% +$23K 0.01% 253
2025
Q4 		$271K Buy
11,263
+3,922
+53% +$92.4K 0.01% 246
2025
Q3 		$180K Buy
+7,341
New +$162K 0.01% 302

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

Root Financial Partners's HPE Position: Q2 2026 in Review

Root Financial Partners increased its Hewlett Packard (HPE) stake by 8.1% in Q2 2026, buying an estimated $36.1K and bringing the position to 13,300 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #171.

Root Financial Partners first reported a position in HPE in Q3 2025 and has held it in 4 quarters since. 1,445 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Root Financial Partners held 13,300 shares of Hewlett Packard worth $600K as of Q2 2026.
  • Root Financial Partners bought 999 Hewlett Packard shares in Q2 2026, an estimated $36.1K.
  • Hewlett Packard made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #171 holding.
  • Root Financial Partners first reported a position in Hewlett Packard in Q3 2025 and has held it in 4 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.