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Affinity Wealth Management’s Hewlett Packard HPE Stock Holding History

Affinity Wealth Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Buy
8,998
+173
+2% +$6.25K 0.05% 74
2026
Q1 		$210K Sell
8,825
-153
-2% -$3.39K 0.03% 100
2025
Q4 		$216K Buy
8,978
+175
+2% +$4.12K 0.03% 102
2025
Q3 		$216K Buy
+8,803
New +$195K 0.03% 102

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Affinity Wealth Management's HPE Position: Q2 2026 in Review

Affinity Wealth Management increased its Hewlett Packard (HPE) stake by 2% in Q2 2026, buying an estimated $6.25K and bringing the position to 8,998 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #74.

Affinity Wealth Management first reported a position in HPE in Q3 2025 and has held it in 4 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Affinity Wealth Management held 8,998 shares of Hewlett Packard worth $406K as of Q2 2026.
  • Affinity Wealth Management bought 173 Hewlett Packard shares in Q2 2026, an estimated $6.25K.
  • Hewlett Packard made up 0.05% of Affinity Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Affinity Wealth Management first reported a position in Hewlett Packard in Q3 2025 and has held it in 4 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.