TRUE Private Wealth Advisors’s Hewlett Packard HPE Stock Holding History

TRUE Private Wealth 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	$296K	Buy	+6,561	New	+$237K	0.03%	229
2023 Q1	–	Sell	-16,062	Closed	-$256K	–	241
2022 Q4	$256K	Sell	16,062 -610	-4%	-$8.99K	0.04%	183
2022 Q3	$199K	Buy	16,672 +794	+5%	+$10.8K	0.03%	205
2022 Q2	$210K	Buy	+15,878	New	+$241K	0.03%	213
2021 Q1	–	Sell	-8,786	Closed	-$105K	–	441
2020 Q4	$105K	Sell	8,786 -271	-3%	-$2.84K	0.02%	268
2020 Q3	$85K	Buy	9,057 +1,511	+20%	+$14.4K	0.01%	271
2020 Q2	$74K	Buy	7,546 +10	+0.1%	+$98	0.01%	279
2020 Q1	$74K	Buy	7,536 +43	+0.6%	+$563	0.02%	245
2019 Q4	$119K	Buy	+7,493	New	+$120K	0.02%	269
2019 Q3	–	Sell	-7,182	Closed	-$108K	–	445
2019 Q2	$108K	Buy	+7,182	New	+$109K	0.02%	249
2018 Q4	–	Sell	-8,335	Closed	-$137K	–	545
2018 Q3	$137K	Buy	+8,335	New	+$134K	0.02%	307
2016 Q4	–	Sell	-16,172	Closed	-$204K	–	150
2016 Q3	$204K	Buy	+16,172	New	+$200K	0.07%	138

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 $3.38T AUM 44.17% 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

TRUE Private Wealth Advisors's HPE Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in Hewlett Packard (HPE) in Q2 2026: 6,561 shares worth $296K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in HPE as recently as Q4 2022.

TRUE Private Wealth Advisors first reported a position in HPE in Q3 2016 and has held it in 12 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

TRUE Private Wealth Advisors held 6,561 shares of Hewlett Packard worth $296K as of Q2 2026.
Hewlett Packard was a new TRUE Private Wealth Advisors position in Q2 2026.
Hewlett Packard made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #229 holding.
TRUE Private Wealth Advisors first reported a position in Hewlett Packard in Q3 2016 and has held it in 12 quarters since.
1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.