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Summit Securities Group’s Hewlett Packard HPE Stock Holding History

Summit Securities Group’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
2025
Q2 		– Sell
-20,000
Closed -$309K – 1228
2025
Q1 		$309K Hold
20,000
– – 0.05% 141
2024
Q4 		$427K Hold
20,000
– – 0.09% 145
2024
Q3 		$409K Sell
20,000
-10,000
-33% -$191K 0.11% 110
2024
Q2 		$635K Buy
+30,000
New +$553K 0.12% 90

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 $3.38T AUM 44.17% 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 Securities Group's HPE Position: Q2 2026 in Review

Summit Securities Group increased its Hewlett Packard (HPE) stake by 961% in Q2 2026, buying an estimated $75.7K and bringing the position to 2,313 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #379.

Summit Securities Group first reported a position in HPE in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.01M in Q2 2024. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Summit Securities Group held 2,313 shares of Hewlett Packard worth $104K as of Q2 2026.
  • Summit Securities Group bought 2,095 Hewlett Packard shares in Q2 2026, an estimated $75.7K.
  • Hewlett Packard made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #379 holding.
  • Summit Securities Group first reported a position in Hewlett Packard in Q4 2016 and has held it in 21 quarters since.
  • Summit Securities Group's Hewlett Packard position peaked at $2.01M in Q2 2024.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.