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Safeguard Investment Advisory Group’s Hewlett Packard HPE Stock Holding History

Safeguard Investment Advisory Group’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 		$245K Buy
+5,423
New +$196K 0.06% 146
2021
Q1 		– Sell
-1,897
Closed -$22K – 343
2020
Q4 		$22K Buy
+1,897
New +$19.9K 0.02% 295

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's HPE Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,423 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in HPE as recently as Q4 2020.

Safeguard Investment Advisory Group first reported a position in HPE in Q4 2020 and has held it in 2 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Safeguard Investment Advisory Group held 5,423 shares of Hewlett Packard worth $245K as of Q2 2026.
  • Hewlett Packard was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Hewlett Packard made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #146 holding.
  • Safeguard Investment Advisory Group first reported a position in Hewlett Packard in Q4 2020 and has held it in 2 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.