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Rothschild Investment LLC’s Hewlett Packard HPE Stock Holding History

Rothschild Investment LLC’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 		$1.03M Buy
22,837
+14,879
+187% +$537K 0.04% 410
2026
Q1 		$189K Buy
7,958
+4,738
+147% +$105K 0.01% 690
2025
Q4 		$77.3K Buy
3,220
+615
+24% +$14.5K ﹤0.01% 892
2025
Q3 		$64K Sell
2,605
-6
-0.2% -$133 ﹤0.01% 929
2025
Q2 		$53.4K Sell
2,611
-432
-14% -$7.24K ﹤0.01% 767
2025
Q1 		$47K Sell
3,043
-757
-20% -$15.1K ﹤0.01% 784
2024
Q4 		$81.1K Buy
3,800
+86
+2% +$1.81K 0.01% 683
2024
Q3 		$76K Sell
3,714
-220
-6% -$4.2K 0.01% 711
2024
Q2 		$83.3K Buy
3,934
+173
+5% +$3.19K 0.01% 659
2024
Q1 		$66.7K Buy
3,761
+330
+10% +$5.36K ﹤0.01% 677
2023
Q4 		$58.3K Buy
+3,431
New +$55.9K ﹤0.01% 638

Other funds holding HPE

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Rothschild Investment LLC's HPE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Hewlett Packard (HPE) stake by 187% in Q2 2026, buying an estimated $537K and bringing the position to 22,837 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #410.

Rothschild Investment LLC first reported a position in HPE in Q4 2023 and has held it in 11 quarters since. 745 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Rothschild Investment LLC held 22,837 shares of Hewlett Packard worth $1.03M as of Q2 2026.
  • Rothschild Investment LLC bought 14,879 Hewlett Packard shares in Q2 2026, an estimated $537K.
  • Hewlett Packard made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #410 holding.
  • Rothschild Investment LLC first reported a position in Hewlett Packard in Q4 2023 and has held it in 11 quarters since.
  • 745 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.