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Soltis Investment Advisors’s Hewlett Packard HPE Stock Holding History

Soltis Investment 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 		$452K Sell
10,030
-16
-0.2% -$578 0.03% 379
2026
Q1 		$239K Sell
10,046
-69
-0.7% -$1.53K 0.02% 502
2025
Q4 		$243K Buy
10,115
+1,652
+20% +$38.9K 0.02% 448
2025
Q3 		$208K Buy
+8,463
New +$187K 0.01% 451

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

Soltis Investment Advisors's HPE Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Hewlett Packard (HPE) stake by 0.16% in Q2 2026, selling an estimated $578 and leaving 10,030 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #379.

Soltis Investment Advisors first reported a position in HPE in Q3 2025 and has held it in 4 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Soltis Investment Advisors held 10,030 shares of Hewlett Packard worth $452K as of Q2 2026.
  • Soltis Investment Advisors sold 16 Hewlett Packard shares in Q2 2026, an estimated $578.
  • Hewlett Packard made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #379 holding.
  • Soltis Investment Advisors first reported a position in Hewlett Packard in Q3 2025 and has held it in 4 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.