WW
HPE icon

Waterfront Wealth’s Hewlett Packard HPE Stock Holding History

Waterfront Wealth’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 		$5.17M Sell
106,462
-64,543
-38% -$2.33M 0.8% 31
2026
Q1 		$4.07M Buy
171,005
+10,830
+7% +$240K 0.75% 30
2025
Q4 		$3.41M Sell
160,175
-96
-0.1% -$2.26K 0.65% 43
2025
Q3 		$3.68M Buy
160,271
+1,283
+0.8% +$28.4K 0.75% 34
2025
Q2 		$3.25M Sell
158,988
-818
-0.5% -$13.7K 0.73% 36
2025
Q1 		$2.47M Buy
159,806
+30,108
+23% +$600K 0.6% 42
2024
Q4 		$2.77M Buy
129,698
+524
+0.4% +$11.1K 0.67% 39
2024
Q3 		$2.57M Buy
129,174
+26,233
+25% +$501K 0.63% 44
2024
Q2 		$2.18M Buy
102,941
+10,443
+11% +$192K 0.59% 48
2024
Q1 		$1.57M Sell
92,498
-63,812
-41% -$1.04M 0.44% 67
2023
Q4 		$2.65M Buy
156,310
+113
+0.1% +$1.84K 0.78% 30
2023
Q3 		$2.37M Buy
156,197
+9,733
+7% +$167K 0.78% 31
2023
Q2 		$2.57M Buy
146,464
+327
+0.2% +$5K 0.76% 31
2023
Q1 		$2.33M Buy
146,137
+2,751
+2% +$43.2K 0.76% 33
2022
Q4 		$2.31M Buy
143,386
+181
+0.1% +$2.67K 0.8% 34
2022
Q3 		$2.03M Buy
143,205
+9,068
+7% +$123K 0.77% 33
2022
Q2 		$1.78M Buy
134,137
+10,107
+8% +$153K 0.72% 34
2022
Q1 		$2M Sell
124,030
-11,514
-8% -$193K 0.71% 32
2021
Q4 		$2.14M Buy
135,544
+7,236
+6% +$109K 0.85% 30
2021
Q3 		$1.83M Buy
128,308
+6,124
+5% +$88.4K 0.88% 29
2021
Q2 		$1.78M Buy
122,184
+40,320
+49% +$637K 0.84% 34
2021
Q1 		$1.28M Buy
81,864
+2,110
+3% +$29.2K 0.65% 39
2020
Q4 		$945K Buy
+79,754
New +$837K 0.67% 33

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

Waterfront Wealth's HPE Position: Q2 2026 in Review

Waterfront Wealth reduced its Hewlett Packard (HPE) stake by 38% in Q2 2026, selling an estimated $2.33M and leaving 106,462 shares worth $5.17M. The position accounts for 0.8% of the portfolio, ranked #31.

Waterfront Wealth first reported a position in HPE in Q4 2020 and has held it in 23 quarters since. 1,445 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Waterfront Wealth held 106,462 shares of Hewlett Packard worth $5.17M as of Q2 2026.
  • Waterfront Wealth sold 64,543 Hewlett Packard shares in Q2 2026, an estimated $2.33M.
  • Hewlett Packard made up 0.8% of Waterfront Wealth's portfolio in Q2 2026, its #31 holding.
  • Waterfront Wealth first reported a position in Hewlett Packard in Q4 2020 and has held it in 23 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.