Wealthspire Advisors (New York)’s Hewlett Packard HPE Stock Holding History

Wealthspire Advisors (New York)’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	$233K	Buy	+5,154	New	+$186K	﹤0.01%	1108
2026 Q1	–	Sell	-13,560	Closed	-$326K	–	1008
2025 Q4	$326K	Buy	13,560 +9,978	+279%	+$235K	﹤0.01%	775
2025 Q3	$88.1K	Buy	+3,582	New	+$79.2K	﹤0.01%	1044
2021 Q2	–	Sell	-12,753	Closed	-$201K	–	502
2021 Q1	$201K	Buy	12,753 +2,430	+24%	+$33.7K	﹤0.01%	678
2020 Q4	$122K	Buy	+10,323	New	+$108K	﹤0.01%	565
2020 Q2	–	Sell	-17,203	Closed	-$167K	–	382
2020 Q1	$167K	Buy	+17,203	New	+$225K	0.01%	508
2019 Q1	–	Sell	-1,018	Closed	-$13K	–	374
2018 Q4	$13K	Buy	+1,018	New	+$15.2K	﹤0.01%	438

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s HPE Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,154 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in HPE as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in HPE in Q4 2018 and has held it in 7 quarters since. The position peaked at $326K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Wealthspire Advisors (New York) held 5,154 shares of Hewlett Packard worth $233K as of Q2 2026.
Hewlett Packard was a new Wealthspire Advisors (New York) position in Q2 2026.
Hewlett Packard made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1108 holding.
Wealthspire Advisors (New York) first reported a position in Hewlett Packard in Q4 2018 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Hewlett Packard position peaked at $326K in Q4 2025.
1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.