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Summit Financial’s Hewlett Packard HPE Stock Holding History

Summit Financial’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 		$550K Buy
12,147
+969
+9% +$35K 0.01% 1061
2026
Q1 		$268K Sell
11,178
-243
-2% -$5.38K ﹤0.01% 1233
2025
Q4 		$276K Buy
+11,421
New +$269K ﹤0.01% 1109

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

Summit Financial's HPE Position: Q2 2026 in Review

Summit Financial increased its Hewlett Packard (HPE) stake by 8.7% in Q2 2026, buying an estimated $35K and bringing the position to 12,147 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #1061.

Summit Financial first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. 1,447 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Summit Financial held 12,147 shares of Hewlett Packard worth $550K as of Q2 2026.
  • Summit Financial bought 969 Hewlett Packard shares in Q2 2026, an estimated $35K.
  • Hewlett Packard made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1061 holding.
  • Summit Financial first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.