Modern Wealth Management, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 2001900
KANSAS CITY, MO
Position in HPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,491,379
+$1,183,998 QoQ
Shares Held
55,229
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#477
of 1,428 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $26,183,608 across 6 Communication Equipment names. HPE ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
123,608 | $14,518,993 | |
| 2 | CIEN |
Ciena Corp
|
11,272 | $5,529,590 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
7,574 | $3,145,404 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
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|
55,229 | $2,491,379 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
314 | $269,429 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
2,575 | $228,813 |
All Filings in HPE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,491,379 | 55,229 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,307,381 | 54,909 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,184,521 | 49,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,224,781 | 49,869 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||