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Synergy Investment Management’s Hewlett Packard HPE Stock Holding History

Synergy Investment Management’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 		– Sell
-257
Closed -$6.12K – 1131
2026
Q1 		$6.12K Buy
+257
New +$5.7K ﹤0.01% 556
2025
Q2 		– Sell
-250
Closed -$3.86K – 289
2025
Q1 		$3.86K Hold
250
– – ﹤0.01% 484
2024
Q4 		$5.34K Buy
+250
New +$5.28K ﹤0.01% 455

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

Synergy Investment Management's HPE Position: Q2 2026 in Review

Synergy Investment Management sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 257 shares — an estimated $6.12K sold.

Synergy Investment Management first reported a position in HPE in Q4 2024 and held it in 3 quarters. The position peaked at $6.12K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Synergy Investment Management reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 257 Hewlett Packard shares in Q2 2026, an estimated $6.12K.
  • Synergy Investment Management first reported a position in Hewlett Packard in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's Hewlett Packard position peaked at $6.12K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.