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Summit Wealth Partners’s Hewlett Packard HPE Stock Holding History

Summit Wealth Partners’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 		$399K Buy
8,848
+169
+2% +$6.1K 0.06% 195
2026
Q1 		$207K Buy
+8,679
New +$192K 0.03% 268

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Summit Wealth Partners's HPE Position: Q2 2026 in Review

Summit Wealth Partners increased its Hewlett Packard (HPE) stake by 1.9% in Q2 2026, buying an estimated $6.1K and bringing the position to 8,848 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #195.

Summit Wealth Partners first reported a position in HPE in Q1 2026 and has held it in 2 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Summit Wealth Partners held 8,848 shares of Hewlett Packard worth $399K as of Q2 2026.
  • Summit Wealth Partners bought 169 Hewlett Packard shares in Q2 2026, an estimated $6.1K.
  • Hewlett Packard made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Summit Wealth Partners first reported a position in Hewlett Packard in Q1 2026 and has held it in 2 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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