Position in HPE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$630,502
+$247,566 QoQ
Shares Held
13,977
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#768
of 1,428 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Oxford Wealth Group, LLC holds $2,637,873 across 2 Communication Equipment names. HPE ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
4,092 | $2,007,371 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
This page
|
13,977 | $630,502 |
All Filings in HPE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,502 | 13,977 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $382,936 | 16,083 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $393,759 | 16,393 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||