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 Q2	$511K	Buy	11,336 +66	+0.6%	+$2.38K	0.05%	225
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Catalyst Financial Partners's HPE Position: Q2 2026 in Review

Catalyst Financial Partners increased its Hewlett Packard (HPE) stake by 0.59% in Q2 2026, buying an estimated $2.38K and bringing the position to 11,336 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #225.

Catalyst Financial Partners first reported a position in HPE in Q4 2022 and has held it in 10 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Catalyst Financial Partners held 11,336 shares of Hewlett Packard worth $511K as of Q2 2026.
Catalyst Financial Partners bought 66 Hewlett Packard shares in Q2 2026, an estimated $2.38K.
Hewlett Packard made up 0.05% of Catalyst Financial Partners's portfolio in Q2 2026, its #225 holding.
Catalyst Financial Partners first reported a position in Hewlett Packard in Q4 2022 and has held it in 10 quarters since.
1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.