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Spire Wealth Management’s Hewlett Packard HPE Stock Holding History

Spire Wealth 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 		$209K Sell
4,629
-3,113
-40% -$112K 0.01% 769
2026
Q1 		$184K Buy
7,742
+17
+0.2% +$377 0.01% 802
2025
Q4 		$186K Buy
7,725
+1,031
+15% +$24.3K 0.01% 812
2025
Q3 		$164K Buy
6,694
+445
+7% +$9.84K 0.01% 839
2025
Q2 		$128K Sell
6,249
-5,231
-46% -$87.7K ﹤0.01% 887
2025
Q1 		$177K Buy
11,480
+8,990
+361% +$179K 0.01% 845
2024
Q4 		$53.2K Buy
2,490
+219
+10% +$4.62K ﹤0.01% 1259
2024
Q3 		$46.5K Sell
2,271
-160
-7% -$3.06K ﹤0.01% 1153
2024
Q2 		$51.5K Sell
2,431
-1,402
-37% -$25.8K ﹤0.01% 1109
2024
Q1 		$68K Sell
3,833
-414
-10% -$6.72K ﹤0.01% 1114
2023
Q4 		$65.3K Buy
4,247
+144
+4% +$2.35K ﹤0.01% 1112
2023
Q3 		$71.3K Buy
4,103
+127
+3% +$2.18K ﹤0.01% 1046
2023
Q2 		$66.8K Buy
3,976
+2
+0.1% +$31 ﹤0.01% 1096
2023
Q1 		$63.3K Sell
3,974
-821
-17% -$12.9K ﹤0.01% 1100
2022
Q4 		$77K Buy
4,795
+811
+20% +$12K ﹤0.01% 832
2022
Q3 		$48K Sell
3,984
-626
-14% -$8.51K ﹤0.01% 964
2022
Q2 		$61K Sell
4,610
-2,774
-38% -$42.1K ﹤0.01% 1209
2022
Q1 		$123K Buy
7,384
+1,082
+17% +$18.1K ﹤0.01% 1096
2021
Q4 		$99K Buy
6,302
+817
+15% +$12.3K ﹤0.01% 1408
2021
Q3 		$78K Buy
5,485
+12
+0.2% +$173 ﹤0.01% 1287
2021
Q2 		$80K Sell
5,473
-141
-3% -$2.23K ﹤0.01% 1284
2021
Q1 		$88K Buy
+5,614
New +$77.7K ﹤0.01% 1451

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

Spire Wealth Management's HPE Position: Q2 2026 in Review

Spire Wealth Management reduced its Hewlett Packard (HPE) stake by 40% in Q2 2026, selling an estimated $112K and leaving 4,629 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #769.

Spire Wealth Management first reported a position in HPE in Q1 2021 and has held it in 22 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Spire Wealth Management held 4,629 shares of Hewlett Packard worth $209K as of Q2 2026.
  • Spire Wealth Management sold 3,113 Hewlett Packard shares in Q2 2026, an estimated $112K.
  • Hewlett Packard made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #769 holding.
  • Spire Wealth Management first reported a position in Hewlett Packard in Q1 2021 and has held it in 22 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.