Simplicity Wealth’s Hewlett Packard HPE Stock Holding History

Simplicity Wealth’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	$313K	Buy	+6,946	New	+$251K	0.01%	816
2025 Q4	–	Sell	-17,020	Closed	-$418K	–	725
2025 Q3	$418K	Buy	17,020 +1,081	+7%	+$23.9K	0.02%	484
2025 Q2	$326K	Buy	15,939 +4,391	+38%	+$73.6K	0.01%	524
2025 Q1	$178K	Buy	11,548 +1,070	+10%	+$21.3K	0.01%	533
2024 Q4	$224K	Buy	+10,478	New	+$221K	0.05%	290
2024 Q3	–	Sell	-41,552	Closed	-$880K	–	797
2024 Q2	$880K	Sell	41,552 -2,700	-6%	-$49.8K	0.02%	574
2024 Q1	$785K	Buy	+44,252	New	+$719K	0.02%	587

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Simplicity Wealth's HPE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Hewlett Packard (HPE) in Q2 2026: 6,946 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in HPE as recently as Q3 2025.

Simplicity Wealth first reported a position in HPE in Q1 2024 and has held it in 7 quarters since. The position peaked at $880K in Q2 2024. 863 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Simplicity Wealth held 6,946 shares of Hewlett Packard worth $313K as of Q2 2026.
Hewlett Packard was a new Simplicity Wealth position in Q2 2026.
Hewlett Packard made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #816 holding.
Simplicity Wealth first reported a position in Hewlett Packard in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Hewlett Packard position peaked at $880K in Q2 2024.
863 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.