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Concord Wealth Partners

Position in HPE — Hewlett Packard Enterprise Co

CIK 1814214 ABINGDON, VA

Position in HPE

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$39,110
+$18,429 QoQ
Shares Held
867
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,242
of 1,433 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HPE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Concord Wealth Partners holds $4,564,281 across 8 Communication Equipment names. HPE ranks #2 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 HPE
Hewlett Packard Enterprise Co
This page
867 $39,110

All Filings in HPE

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $39,110 867
2025-12-31 $20,681 861
2025-09-30 $23,700 965
2025-06-30 $19,672 962
2025-03-31 $14,781 958
2024-12-31 $42,700 2,000
2024-09-30 $40,715 1,990
2024-06-30 $47,018 2,221
2024-03-31 $49,732 2,805
2023-12-31 $47,425 2,793
2023-09-30 $48,340 2,783
2023-06-30 $42,067 2,504
2023-03-31 $32,943 2,068
2022-12-31 $45,549 2,854
2022-06-30 $100,537 7,582
2022-03-31 $109,617 6,560
2021-12-31 $85,978 5,452
2021-09-30 $8,450 593
2021-06-30 $51,073 3,503
2021-03-31 $25,357 1,611