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Waverly Advisors’s Hewlett Packard HPE Stock Holding History

Waverly 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 		$2.28M Buy
50,612
+23,017
+83% +$831K 0.01% 659
2026
Q1 		$657K Buy
27,595
+4,931
+22% +$109K ﹤0.01% 962
2025
Q4 		$544K Buy
22,664
+5,673
+33% +$134K ﹤0.01% 974
2025
Q3 		$417K Buy
16,991
+1,412
+9% +$31.2K ﹤0.01% 915
2025
Q2 		$319K Buy
15,579
+638
+4% +$10.7K ﹤0.01% 944
2025
Q1 		$231K Buy
14,941
+1,772
+13% +$35.3K ﹤0.01% 1012
2024
Q4 		$281K Buy
+13,169
New +$278K ﹤0.01% 842
2018
Q1 		– Sell
-184
Closed -$3K – 266
2017
Q4 		$3K Buy
+184
New +$2.61K ﹤0.01% 378

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 $3.38T AUM 44.17% 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

Waverly Advisors's HPE Position: Q2 2026 in Review

Waverly Advisors increased its Hewlett Packard (HPE) stake by 83% in Q2 2026, buying an estimated $831K and bringing the position to 50,612 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #659.

Waverly Advisors first reported a position in HPE in Q4 2017 and has held it in 8 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Waverly Advisors held 50,612 shares of Hewlett Packard worth $2.28M as of Q2 2026.
  • Waverly Advisors bought 23,017 Hewlett Packard shares in Q2 2026, an estimated $831K.
  • Hewlett Packard made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #659 holding.
  • Waverly Advisors first reported a position in Hewlett Packard in Q4 2017 and has held it in 8 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.