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BFSG LLC’s Hewlett Packard HPE Stock Holding History

BFSG LLC’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 		$5.99K Sell
133
-150
-53% -$5.42K ﹤0.01% 611
2026
Q1 		$6.73K Buy
283
+150
+113% +$3.32K ﹤0.01% 593
2025
Q4 		$3.19K Hold
133
– – ﹤0.01% 625
2025
Q3 		$3.26K Hold
133
– – ﹤0.01% 619
2025
Q2 		$2.71K Hold
133
– – ﹤0.01% 595
2025
Q1 		$2.05K Hold
133
– – ﹤0.01% 605
2024
Q4 		$2.83K Hold
133
– – ﹤0.01% 595
2024
Q3 		$2.72K Hold
133
– – ﹤0.01% 577
2024
Q2 		$2.81K Hold
133
– – ﹤0.01% 559
2024
Q1 		$2.35K Hold
133
– – ﹤0.01% 585
2023
Q4 		$2.25K Buy
+133
New +$2.17K ﹤0.01% 540

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFSG LLC's HPE Position: Q2 2026 in Review

BFSG LLC reduced its Hewlett Packard (HPE) stake by 53% in Q2 2026, selling an estimated $5.42K and leaving 133 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

BFSG LLC first reported a position in HPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.73K in Q1 2026. 224 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • BFSG LLC held 133 shares of Hewlett Packard worth $5.99K as of Q2 2026.
  • BFSG LLC sold 150 Hewlett Packard shares in Q2 2026, an estimated $5.42K.
  • Hewlett Packard made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #611 holding.
  • BFSG LLC first reported a position in Hewlett Packard in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Hewlett Packard position peaked at $6.73K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.