SWA
HPE icon

SOA Wealth Advisors’s Hewlett Packard HPE Stock Holding History

SOA 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 		$12.1K Sell
267
-141
-35% -$5.09K ﹤0.01% 584
2026
Q1 		$9.7K Buy
408
+1
+0.2% +$22 ﹤0.01% 591
2025
Q4 		$9.77K Buy
407
+1
+0.2% +$24 ﹤0.01% 597
2025
Q3 		$9.96K Buy
406
+1
+0.2% +$22 ﹤0.01% 608
2025
Q2 		$8.28K Sell
405
-954
-70% -$16K ﹤0.01% 615
2025
Q1 		$21K Buy
1,359
+1
+0.1% +$20 ﹤0.01% 464
2024
Q4 		$29K Sell
1,358
-73
-5% -$1.54K 0.01% 399
2024
Q3 		$29.3K Sell
1,431
-333
-19% -$6.36K 0.01% 394
2024
Q2 		$37.3K Sell
1,764
-2,155
-55% -$39.7K 0.01% 348
2024
Q1 		$69.5K Buy
3,919
+135
+4% +$2.19K 0.01% 274
2023
Q4 		$64.3K Buy
3,784
+1
+0% +$16 0.01% 274
2023
Q3 		$65.7K Buy
3,783
+1
+0% +$17 0.02% 258
2023
Q2 		$63.5K Sell
3,782
-9
-0.2% -$138 0.01% 270
2023
Q1 		$60.4K Buy
3,791
+1
+0% +$16 0.01% 267
2022
Q4 		$60.5K Sell
3,790
-8
-0.2% -$118 0.02% 261
2022
Q3 		$45K Sell
3,798
-1
-0% -$14 0.01% 280
2022
Q2 		$50K Sell
3,799
-104
-3% -$1.58K 0.01% 265
2022
Q1 		$65K Buy
3,903
+1
+0% +$17 0.02% 273
2021
Q4 		$62K Hold
3,902
– – 0.02% 268
2021
Q3 		$55K Buy
3,902
+191
+5% +$2.76K 0.01% 294
2021
Q2 		$54K Buy
3,711
+3,681
+12,270% +$58.1K 0.01% 301
2021
Q1 		$0 Hold
30
– – ﹤0.01% 856
2020
Q4 		$0 Buy
+30
New +$315 ﹤0.01% 832

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

SOA Wealth Advisors reduced its Hewlett Packard (HPE) stake by 35% in Q2 2026, selling an estimated $5.09K and leaving 267 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

SOA Wealth Advisors first reported a position in HPE in Q4 2020 and has held it in 23 quarters since. The position peaked at $69.5K in Q1 2024. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • SOA Wealth Advisors held 267 shares of Hewlett Packard worth $12.1K as of Q2 2026.
  • SOA Wealth Advisors sold 141 Hewlett Packard shares in Q2 2026, an estimated $5.09K.
  • Hewlett Packard made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #584 holding.
  • SOA Wealth Advisors first reported a position in Hewlett Packard in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Hewlett Packard position peaked at $69.5K in Q1 2024.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.