West Branch Capital’s Hewlett Packard HPE Stock Holding History

West Branch Capital’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	$9.02K	Hold	200	–	–	﹤0.01%	240
2026 Q1	$4.76K	Hold	200	–	–	﹤0.01%	280
2025 Q4	$4.8K	Hold	200	–	–	﹤0.01%	314
2025 Q3	$4.91K	Hold	200	–	–	﹤0.01%	331
2025 Q2	$4.09K	Hold	200	–	–	﹤0.01%	344
2025 Q1	$3.09K	Hold	200	–	–	﹤0.01%	378
2024 Q4	$4.27K	Hold	200	–	–	﹤0.01%	344
2024 Q3	$4.09K	Hold	200	–	–	﹤0.01%	349
2024 Q2	$4.23K	Hold	200	–	–	﹤0.01%	347
2024 Q1	$3.55K	Hold	200	–	–	﹤0.01%	355
2023 Q4	$3.4K	Hold	200	–	–	﹤0.01%	364
2023 Q3	$3.47K	Hold	200	–	–	﹤0.01%	368
2023 Q2	$3.36K	Hold	200	–	–	﹤0.01%	375
2023 Q1	$3.19K	Hold	200	–	–	﹤0.01%	381
2022 Q4	$3.19K	Hold	200	–	–	﹤0.01%	377
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	404
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	370
2022 Q1	$3K	Hold	200	–	–	﹤0.01%	380
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	406
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	382
2021 Q2	$3K	Buy	+200	New	+$3.16K	﹤0.01%	397
2019 Q3	–	Sell	-60,796	Closed	-$1.26M	–	94
2019 Q2	$1.26M	Buy	60,796 +3,318	+6%	+$50.3K	1.04%	27
2019 Q1	$1.12M	Sell	57,478 -2,154	-4%	-$33.2K	1%	30
2018 Q4	$1.22M	Sell	59,632 -1,652	-3%	-$24.7K	1.29%	25
2018 Q3	$1.58M	Buy	61,284 +356	+0.6%	+$5.7K	1.17%	25
2018 Q2	$1.38M	Buy	+60,928	New	+$1.01M	1.09%	31

Other funds holding HPE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

West Branch Capital's HPE Position: Q2 2026 in Review

West Branch Capital held its Hewlett Packard (HPE) position steady in Q2 2026 at 200 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

West Branch Capital first reported a position in HPE in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.58M in Q3 2018. 293 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

West Branch Capital held 200 shares of Hewlett Packard worth $9.02K as of Q2 2026.
West Branch Capital left its Hewlett Packard share count unchanged in Q2 2026.
Hewlett Packard made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #240 holding.
West Branch Capital first reported a position in Hewlett Packard in Q2 2018 and has held it in 26 quarters since.
West Branch Capital's Hewlett Packard position peaked at $1.58M in Q3 2018.
293 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.