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Transamerica Financial Advisors’s Hewlett Packard HPE Stock Holding History

Transamerica Financial 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
Q2 		$36.7K Buy
811
+8
+1% +$289 ﹤0.01% 749
2026
Q1 		$19.2K Buy
803
+542
+208% +$12K ﹤0.01% 812
2025
Q4 		$6.3K Buy
261
+173
+197% +$4.08K ﹤0.01% 924
2025
Q3 		$2.15K Buy
88
+81
+1,157% +$1.79K ﹤0.01% 1030
2025
Q2 		$129 Hold
7
– – ﹤0.01% 518
2025
Q1 		$1K Hold
7
– – ﹤0.01% 485
2024
Q4 		$1K Sell
7
-8
-53% -$169 ﹤0.01% 480
2024
Q3 		$1K Sell
15
-69
-82% -$1.32K ﹤0.01% 487
2024
Q2 		$2K Hold
84
– – ﹤0.01% 377
2024
Q1 		$2K Sell
84
-8,488
-99% -$138K ﹤0.01% 411
2023
Q4 		$146K Sell
8,572
-3,619
-30% -$59K 0.02% 256
2023
Q3 		$212K Sell
12,191
-4,666
-28% -$80.3K 0.03% 218
2023
Q2 		$284K Sell
16,857
-303
-2% -$4.63K 0.04% 211
2023
Q1 		$274K Buy
+17,160
New +$270K 0.04% 217
2020
Q3 		– Sell
-1
Closed -$1K – 307
2020
Q2 		$1K Buy
+1
New +$10 ﹤0.01% 400
2019
Q3 		– Sell
-1
Closed -$1K – 271
2019
Q2 		$1K Buy
+1
New +$15 ﹤0.01% 456
2019
Q1 		– Sell
-1
Closed -$1K – 241
2018
Q4 		$1K Hold
1
– – ﹤0.01% 422
2018
Q3 		$1K Hold
1
– – ﹤0.01% 425
2018
Q2 		$1K Hold
1
– – ﹤0.01% 392
2018
Q1 		$1K Hold
1
– – ﹤0.01% 374
2017
Q4 		$1K Hold
1
– – ﹤0.01% 359
2017
Q3 		$1K Sell
1
-2
-67% -$27 ﹤0.01% 356
2017
Q2 		$1K Hold
3
– – ﹤0.01% 329
2017
Q1 		$1K Sell
3
-2
-40% -$27 ﹤0.01% 324
2016
Q4 		$1K Sell
5
-9
-64% -$120 ﹤0.01% 360
2016
Q3 		$1K Sell
14
-1
-7% -$12 ﹤0.01% 365
2016
Q2 		$1K Sell
15
-2,468
-99% -$25.1K ﹤0.01% 336
2016
Q1 		$26K Sell
2,483
-9,229
-79% -$77.3K ﹤0.01% 452
2015
Q4 		$104K Buy
+11,712
New +$98.1K 0.01% 337

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

Transamerica Financial Advisors's HPE Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Hewlett Packard (HPE) stake by 1% in Q2 2026, buying an estimated $289 and bringing the position to 811 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Transamerica Financial Advisors first reported a position in HPE in Q4 2015 and has held it in 29 quarters since. The position peaked at $284K in Q2 2023. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Transamerica Financial Advisors held 811 shares of Hewlett Packard worth $36.7K as of Q2 2026.
  • Transamerica Financial Advisors bought 8 Hewlett Packard shares in Q2 2026, an estimated $289.
  • Hewlett Packard made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #749 holding.
  • Transamerica Financial Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 29 quarters since.
  • Transamerica Financial Advisors's Hewlett Packard position peaked at $284K in Q2 2023.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.