Smallwood Wealth Investment Management’s Hewlett Packard HPE Stock Holding History

Smallwood Wealth Investment Management’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	$7.22K	Hold	160	–	–	﹤0.01%	352
2026 Q1	$3.81K	Hold	160	–	–	﹤0.01%	379
2025 Q4	$3.84K	Hold	160	–	–	﹤0.01%	367
2025 Q3	$3.93K	Hold	160	–	–	﹤0.01%	364
2025 Q2	$3.27K	Hold	160	–	–	﹤0.01%	376
2025 Q1	$2.47K	Buy	+160	New	+$3.19K	﹤0.01%	373

Other funds holding HPE

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's HPE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Hewlett Packard (HPE) position steady in Q2 2026 at 160 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Smallwood Wealth Investment Management first reported a position in HPE in Q1 2025 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Smallwood Wealth Investment Management held 160 shares of Hewlett Packard worth $7.22K as of Q2 2026.
Smallwood Wealth Investment Management left its Hewlett Packard share count unchanged in Q2 2026.
Hewlett Packard made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #352 holding.
Smallwood Wealth Investment Management first reported a position in Hewlett Packard in Q1 2025 and has held it in 6 quarters since.
575 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.