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Wilkerson Advisory Group’s Hewlett Packard HPE Stock Holding History

Wilkerson Advisory Group’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 		$6.54K Buy
145
+21
+17% +$758 ﹤0.01% 472
2026
Q1 		$2.95K Sell
124
-302
-71% -$6.69K ﹤0.01% 518
2025
Q4 		$10.2K Buy
+426
New +$10K ﹤0.01% 327

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

Wilkerson Advisory Group's HPE Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Hewlett Packard (HPE) stake by 17% in Q2 2026, buying an estimated $758 and bringing the position to 145 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Wilkerson Advisory Group first reported a position in HPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2K in Q4 2025. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Wilkerson Advisory Group held 145 shares of Hewlett Packard worth $6.54K as of Q2 2026.
  • Wilkerson Advisory Group bought 21 Hewlett Packard shares in Q2 2026, an estimated $758.
  • Hewlett Packard made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #472 holding.
  • Wilkerson Advisory Group first reported a position in Hewlett Packard in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Hewlett Packard position peaked at $10.2K in Q4 2025.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.