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WBH Advisory’s Hewlett Packard HPE Stock Holding History

WBH Advisory’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 		$320K Buy
+7,100
New +$256K 0.02% 310
2025
Q4 		– Sell
-8,250
Closed -$203K – 349
2025
Q3 		$203K Buy
+8,250
New +$182K 0.02% 341
2025
Q2 		– Sell
-14,937
Closed -$230K – 346
2025
Q1 		$230K Buy
+14,937
New +$297K 0.02% 302
2017
Q2 		– Sell
-20,485
Closed -$282K – 229
2017
Q1 		$282K Buy
20,485
+2,273
+12% +$30.5K 0.08% 191
2016
Q4 		$244K Buy
18,212
+29
+0.2% +$387 0.08% 200
2016
Q3 		$240K Buy
+18,183
New +$225K 0.08% 191

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

WBH Advisory's HPE Position: Q2 2026 in Review

WBH Advisory opened a new position in Hewlett Packard (HPE) in Q2 2026: 7,100 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: WBH Advisory previously reported a position in HPE as recently as Q3 2025.

WBH Advisory first reported a position in HPE in Q3 2016 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • WBH Advisory held 7,100 shares of Hewlett Packard worth $320K as of Q2 2026.
  • Hewlett Packard was a new WBH Advisory position in Q2 2026.
  • Hewlett Packard made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #310 holding.
  • WBH Advisory first reported a position in Hewlett Packard in Q3 2016 and has held it in 6 quarters since.
  • 913 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.