Wealth Enhancement Advisory Services
HPE icon

Wealth Enhancement Advisory Services’s Hewlett Packard HPE Stock Holding History

Wealth Enhancement Advisory Services’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 		$17.8M Buy
376,717
+21,863
+6% +$790K 0.03% 475
2026
Q1 		$8.52M Buy
354,854
+106,504
+43% +$2.36M 0.02% 660
2025
Q4 		$5.91M Buy
248,350
+34,232
+16% +$806K 0.01% 938
2025
Q3 		$5.33M Buy
214,118
+8,982
+4% +$199K 0.01% 918
2025
Q2 		$4.38M Buy
205,136
+29,213
+17% +$490K 0.01% 960
2025
Q1 		$2.71M Sell
175,923
-27,360
-13% -$545K 0.01% 1095
2024
Q4 		$4.34M Buy
203,283
+62,480
+44% +$1.32M 0.01% 851
2024
Q3 		$2.88M Buy
140,803
+50,855
+57% +$972K 0.01% 919
2024
Q2 		$1.9M Buy
89,948
+3,634
+4% +$67K ﹤0.01% 1005
2024
Q1 		$1.53M Buy
86,314
+16,374
+23% +$266K ﹤0.01% 1066
2023
Q4 		$1.19M Sell
69,940
-1,113
-2% -$18.1K ﹤0.01% 1097
2023
Q3 		$1.23M Buy
+71,053
New +$1.22M ﹤0.01% 1016
2022
Q4 		– Sell
-278,396
Closed -$3.47M – 342
2022
Q3 		$3.47M Buy
278,396
+179,922
+183% +$2.44M 0.05% 141
2022
Q2 		$1.3M Buy
98,474
+10,899
+12% +$165K 0.02% 234
2022
Q1 		$1.43M Buy
87,575
+4,592
+6% +$77K 0.02% 213
2021
Q4 		$1.37M Buy
+82,983
New +$1.25M 0.02% 192
2020
Q2 		– Sell
-120,828
Closed -$1.18M – 229
2020
Q1 		$1.18M Buy
+120,828
New +$1.58M 0.04% 165
2019
Q1 		– Sell
-124,082
Closed -$1.82M – 196
2018
Q4 		$1.82M Buy
+124,082
New +$1.86M 0.12% 72

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's HPE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Hewlett Packard (HPE) stake by 6.2% in Q2 2026, buying an estimated $790K and bringing the position to 376,717 shares worth $17.8M. The position accounts for 0.03% of the portfolio, ranked #475.

Wealth Enhancement Advisory Services first reported a position in HPE in Q4 2018 and has held it in 18 quarters since. 214 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 376,717 shares of Hewlett Packard worth $17.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 21,863 Hewlett Packard shares in Q2 2026, an estimated $790K.
  • Hewlett Packard made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #475 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hewlett Packard in Q4 2018 and has held it in 18 quarters since.
  • 214 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.