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Sax Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Sax Wealth Advisors’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 		$209K Buy
8,782
+244
+3% +$8.81K 0.01% 515
2026
Q1 		$205K Sell
8,538
-550
-6% -$12.2K 0.01% 466
2025
Q4 		$218K Buy
+9,088
New +$214K 0.01% 466

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sax Wealth Advisors's HPE Position: Q2 2026 in Review

Sax Wealth Advisors increased its Hewlett Packard (HPE) stake by 2.9% in Q2 2026, buying an estimated $8.81K and bringing the position to 8,782 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #515.

Sax Wealth Advisors first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $218K in Q4 2025. 287 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Sax Wealth Advisors held 8,782 shares of Hewlett Packard worth $209K as of Q2 2026.
  • Sax Wealth Advisors bought 244 Hewlett Packard shares in Q2 2026, an estimated $8.81K.
  • Hewlett Packard made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #515 holding.
  • Sax Wealth Advisors first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Hewlett Packard position peaked at $218K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.