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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Summit Securities Group's HPE Position: Q1 2026 in Review

Summit Securities Group reduced its Hewlett Packard (HPE) stake by 98% in Q1 2026, selling an estimated $209K and leaving 218 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Summit Securities Group first reported a position in HPE in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.01M in Q2 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Summit Securities Group held 218 shares of Hewlett Packard worth $5.19K as of Q1 2026.
  • Summit Securities Group sold 9,442 Hewlett Packard shares in Q1 2026, an estimated $209K.
  • Hewlett Packard made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #788 holding.
  • Summit Securities Group first reported a position in Hewlett Packard in Q4 2016 and has held it in 20 quarters since.
  • Summit Securities Group's Hewlett Packard position peaked at $2.01M in Q2 2024.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.