CWP
HPE icon

Capital Wealth Planning’s Hewlett Packard HPE Stock Holding History

Capital Wealth Planning’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 		$206K Buy
+4,562
New +$165K ﹤0.01% 153
2020
Q2 		– Sell
-12,995
Closed -$126K – 144
2020
Q1 		$126K Buy
12,995
+723
+6% +$9.47K 0.01% 223
2019
Q4 		$195K Sell
12,272
-100
-0.8% -$1.6K 0.01% 185
2019
Q3 		$197K Buy
12,372
+211
+2% +$3K 0.01% 243
2019
Q2 		$182K Buy
+12,161
New +$184K 0.01% 242

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

Capital Wealth Planning's HPE Position: Q2 2026 in Review

Capital Wealth Planning opened a new position in Hewlett Packard (HPE) in Q2 2026: 4,562 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Capital Wealth Planning previously reported a position in HPE as recently as Q1 2020.

Capital Wealth Planning first reported a position in HPE in Q2 2019 and has held it in 5 quarters since. 1,446 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Capital Wealth Planning held 4,562 shares of Hewlett Packard worth $206K as of Q2 2026.
  • Hewlett Packard was a new Capital Wealth Planning position in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #153 holding.
  • Capital Wealth Planning first reported a position in Hewlett Packard in Q2 2019 and has held it in 5 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.