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Wealth Architects’s Hewlett Packard HPE Stock Holding History

Wealth Architects’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 		$284K Buy
+6,292
New +$227K 0.02% 207
2023
Q4 		– Sell
-30,748
Closed -$534K – 201
2023
Q3 		$534K Sell
30,748
-254
-0.8% -$4.37K 0.09% 103
2023
Q2 		$521K Sell
31,002
-701
-2% -$10.7K 0.09% 107
2023
Q1 		$505K Buy
+31,703
New +$498K 0.09% 102
2019
Q4 		– Sell
-14,664
Closed -$222K – 143
2019
Q3 		$222K Sell
14,664
-1,457
-9% -$20.7K 0.07% 120
2019
Q2 		$241K Sell
16,121
-1,272
-7% -$19.3K 0.07% 114
2019
Q1 		$268K Sell
17,393
-1,308
-7% -$20.2K 0.08% 103
2018
Q4 		$247K Sell
18,701
-1,206
-6% -$18.1K 0.09% 100
2018
Q3 		$325K Sell
19,907
-839
-4% -$13.4K 0.1% 93
2018
Q2 		$303K Sell
20,746
-1,567
-7% -$26K 0.1% 88
2018
Q1 		$391K Sell
22,313
-164
-0.7% -$2.79K 0.13% 67
2017
Q4 		$323K Sell
22,477
-1,773
-7% -$25.2K 0.11% 90
2017
Q3 		$357K Sell
24,250
-6,977
-22% -$95.2K 0.12% 83
2017
Q2 		$401K Sell
31,227
-10,460
-25% -$146K 0.15% 73
2017
Q1 		$574K Sell
41,687
-5,152
-11% -$69.2K 0.23% 53
2016
Q4 		$630K Sell
46,839
-8,611
-16% -$115K 0.28% 46
2016
Q3 		$733K Hold
55,450
– – 0.34% 39
2016
Q2 		$588K Sell
55,450
-4,403
-7% -$44.8K 0.28% 51
2016
Q1 		$617K Sell
59,853
-18,668
-24% -$156K 0.31% 41
2015
Q4 		$694K Buy
+78,521
New +$657K 0.34% 40

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

Wealth Architects's HPE Position: Q2 2026 in Review

Wealth Architects opened a new position in Hewlett Packard (HPE) in Q2 2026: 6,292 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Wealth Architects previously reported a position in HPE as recently as Q3 2023.

Wealth Architects first reported a position in HPE in Q4 2015 and has held it in 20 quarters since. The position peaked at $733K in Q3 2016. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Wealth Architects held 6,292 shares of Hewlett Packard worth $284K as of Q2 2026.
  • Hewlett Packard was a new Wealth Architects position in Q2 2026.
  • Hewlett Packard made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #207 holding.
  • Wealth Architects first reported a position in Hewlett Packard in Q4 2015 and has held it in 20 quarters since.
  • Wealth Architects's Hewlett Packard position peaked at $733K in Q3 2016.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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