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Summit Financial Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Summit Financial 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 		$495K Sell
10,977
-243
-2% -$8.78K 0.06% 130
2026
Q1 		$267K Buy
11,220
+195
+2% +$4.32K 0.04% 162
2025
Q4 		$265K Sell
11,025
-2,011
-15% -$47.4K 0.04% 157
2025
Q3 		$325K Buy
13,036
+788
+6% +$17.4K 0.05% 130
2025
Q2 		$250K Buy
12,248
+700
+6% +$11.7K 0.04% 146
2025
Q1 		$178K Buy
11,548
+200
+2% +$3.98K 0.04% 149
2024
Q4 		$232K Hold
11,348
– – 0.05% 136
2024
Q3 		$232K Buy
11,348
+1,242
+12% +$23.7K 0.04% 134
2024
Q2 		$214K Buy
+10,106
New +$186K 0.04% 133
2018
Q3 		– Sell
-112,137
Closed -$1.97M – 150
2018
Q2 		$1.97M Hold
112,137
– – 0.66% 46
2018
Q1 		$1.97M Buy
112,137
+3,771
+3% +$64.1K 0.65% 46
2017
Q4 		$1.56M Buy
108,366
+3,466
+3% +$49.2K 0.53% 52
2017
Q3 		$1.54M Buy
104,900
+17,872
+21% +$244K 0.56% 50
2017
Q2 		$1.12M Buy
87,028
+28,398
+48% +$395K 0.44% 57
2017
Q1 		$808K Buy
58,630
+5,467
+10% +$73.5K 0.35% 70
2016
Q4 		$715K Sell
53,163
-527
-1% -$7.04K 0.31% 78
2016
Q3 		$710K Buy
53,690
+31,078
+137% +$384K 0.31% 72
2016
Q2 		$240K Buy
+22,612
New +$230K 0.1% 123

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors's HPE Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Hewlett Packard (HPE) stake by 2.2% in Q2 2026, selling an estimated $8.78K and leaving 10,977 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #130.

Summit Financial Wealth Advisors first reported a position in HPE in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.97M in Q2 2018. 192 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Summit Financial Wealth Advisors held 10,977 shares of Hewlett Packard worth $495K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 243 Hewlett Packard shares in Q2 2026, an estimated $8.78K.
  • Hewlett Packard made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Summit Financial Wealth Advisors first reported a position in Hewlett Packard in Q2 2016 and has held it in 18 quarters since.
  • Summit Financial Wealth Advisors's Hewlett Packard position peaked at $1.97M in Q2 2018.
  • 192 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.