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Strategic Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Strategic 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 		$5K Hold
240
– – ﹤0.01% 202
2026
Q1 		$5K Hold
240
– – ﹤0.01% 209
2025
Q4 		$5K Buy
+240
New +$5.65K ﹤0.01% 202

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

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

Strategic Wealth Advisors held its Hewlett Packard (HPE) position steady in Q2 2026 at 240 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Strategic Wealth Advisors first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Strategic Wealth Advisors held 240 shares of Hewlett Packard worth $5K as of Q2 2026.
  • Strategic Wealth Advisors left its Hewlett Packard share count unchanged in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Strategic Wealth Advisors first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.