Williams Jones Wealth Management’s Hewlett Packard HPE Stock Holding History

Williams Jones Wealth Management’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	$4.12M	Buy	91,439 +482	+0.5%	+$17.4K	0.05%	151
2026 Q1	$2.17M	Hold	90,957	–	–	0.03%	190
2025 Q4	$2.18M	Hold	90,957	–	–	0.02%	183
2025 Q3	$2.23M	Hold	90,957	–	–	0.03%	181
2025 Q2	$1.86M	Hold	90,957	–	–	0.02%	197
2025 Q1	$1.4M	Hold	90,957	–	–	0.02%	212
2024 Q4	$1.94M	Buy	90,957 +4	+0%	+$84	0.02%	189
2024 Q3	$1.86M	Hold	90,953	–	–	0.02%	200
2024 Q2	$1.93M	Hold	90,953	–	–	0.02%	194
2024 Q1	$1.61M	Hold	90,953	–	–	0.02%	214
2023 Q4	$1.54M	Sell	90,953 -3,310	-4%	-$53.9K	0.02%	216
2023 Q3	$1.64M	Sell	94,263 -848	-0.9%	-$14.6K	0.03%	206
2023 Q2	$1.6M	Buy	95,111 +579	+0.6%	+$8.85K	0.02%	215
2023 Q1	$1.51M	Hold	94,532	–	–	0.02%	227
2022 Q4	$1.51M	Sell	94,532 -1	-0%	-$15	0.03%	227
2022 Q3	$1.13M	Sell	94,533 -8,358	-8%	-$114K	0.02%	253
2022 Q2	$1.36M	Buy	102,891 +77,192	+300%	+$1.17M	0.02%	246
2022 Q1	$429K	Buy	+25,699	New	+$431K	0.01%	371

Other funds holding HPE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Williams Jones Wealth Management's HPE Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Hewlett Packard (HPE) stake by 0.53% in Q2 2026, buying an estimated $17.4K and bringing the position to 91,439 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #151.

Williams Jones Wealth Management first reported a position in HPE in Q1 2022 and has held it in 18 quarters since. 689 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Williams Jones Wealth Management held 91,439 shares of Hewlett Packard worth $4.12M as of Q2 2026.
Williams Jones Wealth Management bought 482 Hewlett Packard shares in Q2 2026, an estimated $17.4K.
Hewlett Packard made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #151 holding.
Williams Jones Wealth Management first reported a position in Hewlett Packard in Q1 2022 and has held it in 18 quarters since.
689 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.