Venturi Wealth Management, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 1666363
AUSTIN, TX
Position in HPE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$238,271
-$6,763 QoQ
Shares Held
5,282
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,057
of 1,433 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Venturi Wealth Management, LLC holds $5,447,548 across 3 Communication Equipment names. HPE ranks #2 (4.4% of the industry book) .
All Filings in HPE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,271 | 5,282 | Shares | Other | 2026-07-20 | |
| 2025-09-30 | $245,034 | 9,977 | Shares | Other | 2025-10-23 | |
| 2024-12-31 | $55,787 | 2,613 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $56,489 | 2,761 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,597 | 784 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,127 | 402 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $18,627 | 1,097 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $15,320 | 882 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $672 | 40 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $6,037 | 379 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||