Position in HPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,823,750
+$1,960,400 QoQ
Shares Held
62,597
+72.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#453
of 1,433 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $129,259,803 across 9 Communication Equipment names. HPE ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,034,410 | $121,501,798 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
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|
62,597 | $2,823,750 | |
| 3 | CIEN |
Ciena Corp
|
3,840 | $1,883,750 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
1,957 | $812,722 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
854 | $732,783 | |
| 6 | NOK |
Nokia Corp
|
50,896 | $675,898 | |
| 7 | VSAT |
Viasat Inc
|
4,122 | $370,196 | |
| 8 | EXTR |
Extreme Networks Inc
|
7,089 | $229,470 |
All Filings in HPE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,823,750 | 62,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $863,350 | 36,260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,006,101 | 41,886 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $790,924 | 38,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $579,041 | 37,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $763,027 | 35,739 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $709,348 | 34,670 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $650,786 | 30,741 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $453,143 | 25,558 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $557,113 | 32,810 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $371,544 | 21,390 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $335,344 | 19,961 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,423,585 | 277,689 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $284,024 | 17,796 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $225,200 | 18,798 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $194,868 | 14,696 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $244,651 | 14,641 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $194,333 | 12,323 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $175,602 | 12,323 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $176,811 | 12,127 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $188,124 | 11,952 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||