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Summit Trail Advisors’s Hewlett Packard HPE Stock Holding History

Summit Trail 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
Q1 		$3M Buy
126,079
+27,856
+28% +$617K 0.04% 311
2025
Q4 		$2.37M Buy
98,223
+4,328
+5% +$102K 0.04% 315
2025
Q3 		$2.31M Buy
+93,895
New +$2.08M 0.03% 373
2025
Q2 		– Sell
-15,068
Closed -$235K – 1130
2025
Q1 		$235K Sell
15,068
-2,176
-13% -$43.3K 0.01% 357
2024
Q4 		$371K Sell
17,244
-2,318
-12% -$48.9K 0.01% 261
2024
Q3 		$403K Sell
19,562
-1,338
-6% -$25.6K 0.01% 454
2024
Q2 		$445K Sell
20,900
-1,274
-6% -$23.5K 0.01% 395
2024
Q1 		$396K Buy
22,174
+4,139
+23% +$67.2K 0.01% 389
2023
Q4 		$308K Buy
18,035
+2,516
+16% +$41K 0.01% 400
2023
Q3 		$271K Buy
15,519
+4,618
+42% +$79.4K 0.01% 401
2023
Q2 		$184K Buy
+10,901
New +$167K 0.01% 495
2020
Q4 		– Sell
-27,897
Closed -$270K – 222
2020
Q3 		$270K Buy
+27,897
New +$266K 0.05% 165
2018
Q1 		– Sell
-6,441
Closed -$106K – 976
2017
Q4 		$106K Buy
+6,441
New +$91.5K 0.01% 602

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 Trail Advisors's HPE Position: Q1 2026 in Review

Summit Trail Advisors increased its Hewlett Packard (HPE) stake by 28% in Q1 2026, buying an estimated $617K and bringing the position to 126,079 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #311.

Summit Trail Advisors first reported a position in HPE in Q4 2017 and has held it in 13 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Summit Trail Advisors held 126,079 shares of Hewlett Packard worth $3M as of Q1 2026.
  • Summit Trail Advisors bought 27,856 Hewlett Packard shares in Q1 2026, an estimated $617K.
  • Hewlett Packard made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #311 holding.
  • Summit Trail Advisors first reported a position in Hewlett Packard in Q4 2017 and has held it in 13 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.