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True Wealth Design’s Hewlett Packard HPE Stock Holding History

True Wealth Design’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 		$55.2K Buy
1,224
+198
+19% +$7.15K 0.01% 451
2026
Q1 		$24.4K Buy
1,026
+504
+97% +$11.2K 0.01% 636
2025
Q4 		$12.5K Sell
522
-156
-23% -$3.67K ﹤0.01% 776
2025
Q3 		$16.7K Buy
678
+273
+67% +$6.04K 0.01% 669
2025
Q2 		$8.28K Buy
405
+324
+400% +$5.43K ﹤0.01% 638
2025
Q1 		$1.25K Sell
81
-4,476
-98% -$89.1K ﹤0.01% 1186
2024
Q4 		$97.3K Buy
4,557
+153
+3% +$3.23K 0.04% 75
2024
Q3 		$90.1K Buy
4,404
+4,352
+8,369% +$83.2K 0.04% 70
2024
Q2 		$1.1K Buy
52
+14
+37% +$258 ﹤0.01% 489
2024
Q1 		$674 Buy
38
+16
+73% +$260 ﹤0.01% 557
2023
Q4 		$374 Hold
22
– – ﹤0.01% 554
2023
Q3 		$383 Hold
22
– – ﹤0.01% 489
2023
Q2 		$370 Hold
22
– – ﹤0.01% 524
2023
Q1 		$351 Buy
22
+2
+10% +$31 ﹤0.01% 608
2022
Q4 		$319 Buy
+20
New +$295 ﹤0.01% 570

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

True Wealth Design's HPE Position: Q2 2026 in Review

True Wealth Design increased its Hewlett Packard (HPE) stake by 19% in Q2 2026, buying an estimated $7.15K and bringing the position to 1,224 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #451.

True Wealth Design first reported a position in HPE in Q4 2022 and has held it in 15 quarters since. The position peaked at $97.3K in Q4 2024. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • True Wealth Design held 1,224 shares of Hewlett Packard worth $55.2K as of Q2 2026.
  • True Wealth Design bought 198 Hewlett Packard shares in Q2 2026, an estimated $7.15K.
  • Hewlett Packard made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #451 holding.
  • True Wealth Design first reported a position in Hewlett Packard in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Hewlett Packard position peaked at $97.3K in Q4 2024.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.