Catalyst Financial Partners’s Hewlett Packard HPE Stock Holding History

Catalyst Financial Partners’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 Q1	$268K	Buy	11,270 +867	+8%	+$19.2K	0.03%	310
2025 Q4	$250K	Buy	10,403 +256	+3%	+$6.03K	0.03%	274
2025 Q3	$249K	Buy	10,147 +105	+1%	+$2.32K	0.03%	267
2025 Q2	$205K	Buy	+10,042	New	+$168K	0.02%	291
2025 Q1	–	Sell	-9,375	Closed	-$200K	–	290
2024 Q4	$200K	Buy	+9,375	New	+$198K	0.04%	270
2023 Q4	–	Sell	-10,908	Closed	-$189K	–	218
2023 Q3	$189K	Buy	10,908 +370	+4%	+$6.36K	0.06%	203
2023 Q2	$177K	Buy	10,538 +332	+3%	+$5.08K	0.06%	196
2023 Q1	$163K	Buy	10,206 +110	+1%	+$1.73K	0.07%	178
2022 Q4	$161K	Buy	+10,096	New	+$149K	0.08%	159

Other funds holding HPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Catalyst Financial Partners's HPE Position: Q1 2026 in Review

Catalyst Financial Partners increased its Hewlett Packard (HPE) stake by 8.3% in Q1 2026, buying an estimated $19.2K and bringing the position to 11,270 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #310.

Catalyst Financial Partners first reported a position in HPE in Q4 2022 and has held it in 9 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Catalyst Financial Partners held 11,270 shares of Hewlett Packard worth $268K as of Q1 2026.
Catalyst Financial Partners bought 867 Hewlett Packard shares in Q1 2026, an estimated $19.2K.
Hewlett Packard made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #310 holding.
Catalyst Financial Partners first reported a position in Hewlett Packard in Q4 2022 and has held it in 9 quarters since.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.