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Stonehaven Wealth & Tax Solutions’s Hewlett Packard HPE Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		– Sell
-11,774
Closed -$280K – 100
2026
Q1 		$280K Buy
11,774
+2,676
+29% +$59.3K 0.25% 63
2025
Q4 		$219K Buy
9,098
+25
+0.3% +$589 0.2% 72
2025
Q3 		$223K Buy
+9,073
New +$201K 0.21% 72

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's HPE Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 11,774 shares — an estimated $280K sold.

Stonehaven Wealth & Tax Solutions first reported a position in HPE in Q3 2025 and held it in 3 quarters. The position peaked at $280K in Q1 2026. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 11,774 Hewlett Packard shares in Q2 2026, an estimated $280K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Hewlett Packard in Q3 2025 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's Hewlett Packard position peaked at $280K in Q1 2026.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.