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Physician Wealth Advisors, Inc.

Position in HPE — Hewlett Packard Enterprise Co

CIK 1795173 MIDVALE, UT

Position in HPE

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$63,596
+$3,426 QoQ
Shares Held
2,671
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in HPE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Mar 31, 2026

Physician Wealth Advisors, Inc. holds $707,369 across 17 Communication Equipment names. HPE ranks #2 (9.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 HPE
Hewlett Packard Enterprise Co
This page
2,671 $63,596

All Filings in HPE

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $63,596 2,671
2025-12-31 $60,170 2,505
2025-09-30 $61,719 2,513
2025-06-30 $45,603 2,230
2025-03-31 $32,989 2,138
2024-12-31 $45,646 2,138