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Advus Financial Partners, LLC’s Hewlett Packard HPE Stock Holding History

Advus Financial Partners, LLC’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 		$244K Buy
+5,410
New +$195K 0.06% 232
2025
Q4 		– Sell
-11,765
Closed -$289K – 261
2025
Q3 		$289K Buy
11,765
+253
+2% +$5.59K 0.07% 205
2025
Q2 		$235K Buy
+11,512
New +$193K 0.06% 222
2025
Q1 		– Sell
-13,897
Closed -$297K – 243
2024
Q4 		$297K Buy
+13,897
New +$293K 0.08% 169

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

Advus Financial Partners, LLC's HPE Position: Q2 2026 in Review

Advus Financial Partners, LLC opened a new position in Hewlett Packard (HPE) in Q2 2026: 5,410 shares worth $244K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings. This is a return to the name: Advus Financial Partners, LLC previously reported a position in HPE as recently as Q3 2025.

Advus Financial Partners, LLC first reported a position in HPE in Q4 2024 and has held it in 4 quarters since. The position peaked at $297K in Q4 2024. 1,439 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Advus Financial Partners, LLC held 5,410 shares of Hewlett Packard worth $244K as of Q2 2026.
  • Hewlett Packard was a new Advus Financial Partners, LLC position in Q2 2026.
  • Hewlett Packard made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #232 holding.
  • Advus Financial Partners, LLC first reported a position in Hewlett Packard in Q4 2024 and has held it in 4 quarters since.
  • Advus Financial Partners, LLC's Hewlett Packard position peaked at $297K in Q4 2024.
  • 1,439 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.