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Welch & Forbes’s Hewlett Packard HPE Stock Holding History

Welch & Forbes’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 		$491K Buy
10,878
+178
+2% +$6.43K 0.01% 288
2026
Q1 		$255K Hold
10,700
– – ﹤0.01% 340
2025
Q4 		$257K Hold
10,700
– – ﹤0.01% 342
2025
Q3 		$263K Sell
10,700
-1,500
-12% -$33.2K ﹤0.01% 350
2025
Q2 		$249K Hold
12,200
– – ﹤0.01% 351
2025
Q1 		$188K Sell
12,200
-7,771
-39% -$155K ﹤0.01% 366
2024
Q4 		$426K Sell
19,971
-1,500
-7% -$31.7K 0.01% 293
2024
Q3 		$439K Sell
21,471
-2,950
-12% -$56.4K 0.01% 303
2024
Q2 		$519K Buy
24,421
+2,500
+11% +$46.1K 0.01% 278
2024
Q1 		$389K Buy
+21,921
New +$356K 0.01% 312
2021
Q3 		– Sell
-15,448
Closed -$225K – 387
2021
Q2 		$225K Hold
15,448
– – ﹤0.01% 378
2021
Q1 		$243K Buy
15,448
+300
+2% +$4.16K ﹤0.01% 361
2020
Q4 		$180K Hold
15,148
– – ﹤0.01% 382
2020
Q3 		$142K Hold
15,148
– – ﹤0.01% 351
2020
Q2 		$148K Buy
15,148
+5,000
+49% +$49.1K ﹤0.01% 344
2020
Q1 		$99K Sell
10,148
-509
-5% -$6.67K ﹤0.01% 325
2019
Q4 		$169K Hold
10,657
– – ﹤0.01% 350
2019
Q3 		$162K Hold
10,657
– – ﹤0.01% 346
2019
Q2 		$159K Sell
10,657
-226
-2% -$3.42K ﹤0.01% 341
2019
Q1 		$167K Hold
10,883
– – ﹤0.01% 342
2018
Q4 		$144K Hold
10,883
– – ﹤0.01% 331
2018
Q3 		$178K Sell
10,883
-98
-0.9% -$1.57K ﹤0.01% 353
2018
Q2 		$161K Buy
+10,981
New +$182K ﹤0.01% 355
2017
Q2 		– Sell
-17,020
Closed -$234K – 350
2017
Q1 		$234K Buy
17,020
+117
+0.7% +$1.57K 0.01% 312
2016
Q4 		$227K Buy
16,903
+26
+0.2% +$347 0.01% 320
2016
Q3 		$223K Buy
+16,877
New +$208K 0.01% 280
2016
Q1 		– Sell
-19,078
Closed -$168K – 351
2015
Q4 		$168K Buy
+19,078
New +$160K 0.01% 320

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Welch & Forbes's HPE Position: Q2 2026 in Review

Welch & Forbes increased its Hewlett Packard (HPE) stake by 1.7% in Q2 2026, buying an estimated $6.43K and bringing the position to 10,878 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #288.

Welch & Forbes first reported a position in HPE in Q4 2015 and has held it in 27 quarters since. The position peaked at $519K in Q2 2024. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Welch & Forbes held 10,878 shares of Hewlett Packard worth $491K as of Q2 2026.
  • Welch & Forbes bought 178 Hewlett Packard shares in Q2 2026, an estimated $6.43K.
  • Hewlett Packard made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #288 holding.
  • Welch & Forbes first reported a position in Hewlett Packard in Q4 2015 and has held it in 27 quarters since.
  • Welch & Forbes's Hewlett Packard position peaked at $519K in Q2 2024.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.