RAYMOND JAMES FINANCIAL INC HPE — HEWLETT PACKARD ENTERPRISE C

Ownership history in RAYMOND JAMES FINANCIAL INC  ·  7 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported HEWLETT PACKARD ENTERPRISE C (HPE) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows HPE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in HEWLETT PACKARD ENTERPRISE C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HPE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HPE stock page RAYMOND JAMES FINANCIAL INC fund profile RAYMOND JAMES FINANCIAL INC full holdings
How RAYMOND JAMES FINANCIAL INC held HPE — position size vs. price
% of Fund (quarterly)    HPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 36.0% +39.2% ❌ 6,609,276 -3,722,718 -36.0% 0.08% $298.1M 2026-08-14 $58.56
2026 Q1 ADDED — — — 10,331,994 +333,135 +3.3% 0.07% $241.8M 2026-05-14 $33.94
2025 Q4 ADDED — — — 9,998,859 +22,126 +0.2% 0.07% $240.3M 2026-02-18 $21.30
2025 Q3 ADDED — — — 9,976,733 +354,537 +3.7% 0.08% $245.0M 2025-11-14 $22.43
2025 Q2 REDUCED 10.1% +18.7% ❌ 9,622,196 -1,075,492 -10.1% 0.07% $196.8M 2025-08-14 $20.83
2025 Q1 REDUCED 22.0% +33.5% ❌ 10,697,688 -3,024,067 -22.0% 0.06% $165.1M 2025-05-13 $17.38
2024 Q4 INITIATED — — — 13,721,755 — — 0.11% $293.0M 2025-02-06 $20.55

🏢 Other funds also holding HPE

As of 2026 Q3 — sorted by position size

REX Advisers, LLC 4.43% BONNESS ENTERPRISES INC 3Y 7Y 1.19% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 1.05% Dorato Capital Management 0.68% Ridgewood Investments LLC 3Y 7Y 0.53% Artemis Investment Management LLP 3Y 7Y 0.47% Veracity Capital LLC 3Y 0.45% Kessler Investment Group, LLC 3Y 7Y 0.45% ELEVATION WEALTH PARTNERS, LLC 3Y 0.4% Parrish Capital LLC 0.28%

FAQ About RAYMOND JAMES FINANCIAL INC and HPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES FINANCIAL INC reported owning HPE?

RAYMOND JAMES FINANCIAL INC reported HPE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HPE position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for HPE was 0.11% in 2024 Q4.

What is the latest reported HPE position on this page?

The most recent filing on this page is 2026 Q2, when RAYMOND JAMES FINANCIAL INC reported 6,609,276 shares, equal to 0.08% of portfolio, with an estimated market value of $298.1M.

What does the chart on this HPE ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly HPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAYMOND JAMES FINANCIAL INC time their HPE position?

Based on 13F filing dates vs. subsequent HPE price moves, RAYMOND JAMES FINANCIAL INC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on HPE relative to SPY over the holding period was +67.6%.

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