Tradition Wealth Management’s Hewlett Packard HPE Stock Holding History

Tradition Wealth 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	$203K	Buy	+4,506	New	+$163K	0.01%	502
2024 Q1	–	Sell	-5,648	Closed	-$96K	–	742
2023 Q4	$96K	Sell	5,648 -284	-5%	-$4.63K	0.01%	484
2023 Q3	$103K	Buy	5,932 +15	+0.3%	+$258	0.01%	430
2023 Q2	$99K	Buy	5,917 +26	+0.4%	+$398	0.01%	459
2023 Q1	$94K	Buy	5,891 +2,287	+63%	+$35.9K	0.01%	459
2022 Q4	$58K	Buy	3,604 +45	+1%	+$663	0.01%	495
2022 Q3	$43K	Hold	3,559	–	–	0.01%	545
2022 Q2	$47K	Buy	3,559 +2,000	+128%	+$30.3K	0.01%	467
2022 Q1	$26K	Hold	1,559	–	–	﹤0.01%	652
2021 Q4	$25K	Hold	1,559	–	–	﹤0.01%	678
2021 Q3	$22K	Hold	1,559	–	–	﹤0.01%	699
2021 Q2	$23K	Hold	1,559	–	–	﹤0.01%	725
2021 Q1	$25K	Hold	1,559	–	–	﹤0.01%	587
2020 Q4	$18K	Buy	+1,559	New	+$16.4K	﹤0.01%	608

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Tradition Wealth Management's HPE Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 4,506 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in HPE as recently as Q4 2023.

Tradition Wealth Management first reported a position in HPE in Q4 2020 and has held it in 14 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Tradition Wealth Management held 4,506 shares of Hewlett Packard worth $203K as of Q2 2026.
Hewlett Packard was a new Tradition Wealth Management position in Q2 2026.
Hewlett Packard made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #502 holding.
Tradition Wealth Management first reported a position in Hewlett Packard in Q4 2020 and has held it in 14 quarters since.
1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.