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Sowell Financial Services’s Hewlett Packard HPE Stock Holding History

Sowell Financial Services’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 		$425K Sell
9,423
-257
-3% -$9.28K 0.01% 708
2026
Q1 		$230K Buy
+9,680
New +$215K 0.01% 955
2025
Q2 		– Sell
-19,521
Closed -$301K – 1066
2025
Q1 		$301K Buy
+19,521
New +$389K 0.01% 762
2022
Q4 		– Sell
-20,924
Closed -$254K – 533
2022
Q3 		$254K Sell
20,924
-20,429
-49% -$278K 0.03% 382
2022
Q2 		$551K Buy
+41,353
New +$627K 0.05% 217
2022
Q1 		– Sell
-14,748
Closed -$234K – 300
2021
Q4 		$234K Buy
+14,748
New +$222K 0.01% 494
2021
Q3 		– Sell
-13,617
Closed -$200K – 508
2021
Q2 		$200K Sell
13,617
-1,257
-8% -$19.9K 0.01% 514
2021
Q1 		$243K Buy
14,874
+3,001
+25% +$41.6K 0.01% 937
2020
Q4 		$141K Buy
11,873
+7,804
+192% +$81.9K 0.01% 1008
2020
Q3 		$38K Buy
4,069
+2,188
+116% +$20.9K ﹤0.01% 1306
2020
Q2 		$18K Sell
1,881
-250
-12% -$2.46K ﹤0.01% 1494
2020
Q1 		$21K Sell
2,131
-4,046
-66% -$53K ﹤0.01% 1374
2019
Q4 		$98K Sell
6,177
-69
-1% -$1.1K 0.01% 925
2019
Q3 		$95K Buy
+6,246
New +$88.8K 0.01% 845
2017
Q1 		– Sell
-1,874
Closed -$27K – 393
2016
Q4 		$27K Buy
+1,874
New +$25K 0.01% 394

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

Sowell Financial Services's HPE Position: Q2 2026 in Review

Sowell Financial Services reduced its Hewlett Packard (HPE) stake by 2.7% in Q2 2026, selling an estimated $9.28K and leaving 9,423 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #708.

Sowell Financial Services first reported a position in HPE in Q4 2016 and has held it in 15 quarters since. The position peaked at $551K in Q2 2022. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Sowell Financial Services held 9,423 shares of Hewlett Packard worth $425K as of Q2 2026.
  • Sowell Financial Services sold 257 Hewlett Packard shares in Q2 2026, an estimated $9.28K.
  • Hewlett Packard made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #708 holding.
  • Sowell Financial Services first reported a position in Hewlett Packard in Q4 2016 and has held it in 15 quarters since.
  • Sowell Financial Services's Hewlett Packard position peaked at $551K in Q2 2022.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.