CFFP
HPE icon

Center for Financial Planning’s Hewlett Packard HPE Stock Holding History

Center for Financial 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 		$21.1K Hold
467
– – ﹤0.01% 417
2026
Q1 		$11.1K Hold
467
– – ﹤0.01% 481
2025
Q4 		$11.2K Buy
467
+151
+48% +$3.56K ﹤0.01% 480
2025
Q3 		$7.76K Hold
316
– – ﹤0.01% 512
2025
Q2 		$6.46K Hold
316
– – ﹤0.01% 499
2025
Q1 		$4.88K Hold
316
– – ﹤0.01% 531
2024
Q4 		$6.75K Hold
316
– – ﹤0.01% 462
2024
Q3 		$6.47K Hold
316
– – ﹤0.01% 439
2024
Q2 		$6.69K Hold
316
– – ﹤0.01% 435
2024
Q1 		$5.6K Sell
316
-955
-75% -$15.5K ﹤0.01% 466
2023
Q4 		$21.6K Sell
1,271
-325
-20% -$5.3K ﹤0.01% 304
2023
Q3 		$27.7K Sell
1,596
-300
-16% -$5.16K 0.01% 275
2023
Q2 		$31.9K Hold
1,896
– – 0.01% 277
2023
Q1 		$30.2K Sell
1,896
-589
-24% -$9.25K 0.01% 266
2022
Q4 		$39.7K Hold
2,485
– – 0.01% 238
2022
Q3 		$30K Sell
2,485
-190
-7% -$2.58K 0.01% 259
2022
Q2 		$35K Hold
2,675
– – 0.01% 243
2022
Q1 		$45K Hold
2,675
– – 0.01% 237
2021
Q4 		$42K Hold
2,675
– – 0.01% 248
2021
Q3 		$38K Hold
2,675
– – 0.01% 248
2021
Q2 		$39K Buy
2,675
+1,980
+285% +$31.3K 0.01% 242
2021
Q1 		$11K Hold
695
– – ﹤0.01% 372
2020
Q4 		$8K Hold
695
– – ﹤0.01% 356
2020
Q3 		$7K Hold
695
– – ﹤0.01% 336
2020
Q2 		$7K Sell
695
-400
-37% -$3.93K ﹤0.01% 335
2020
Q1 		$11K Sell
1,095
-632
-37% -$8.28K ﹤0.01% 308
2019
Q4 		$27K Buy
+1,727
New +$27.6K 0.01% 234

Other funds holding HPE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

Center for Financial Planning's HPE Position: Q2 2026 in Review

Center for Financial Planning held its Hewlett Packard (HPE) position steady in Q2 2026 at 467 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Center for Financial Planning first reported a position in HPE in Q4 2019 and has held it in 27 quarters since. The position peaked at $45K in Q1 2022. 369 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Center for Financial Planning held 467 shares of Hewlett Packard worth $21.1K as of Q2 2026.
  • Center for Financial Planning left its Hewlett Packard share count unchanged in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #417 holding.
  • Center for Financial Planning first reported a position in Hewlett Packard in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Hewlett Packard position peaked at $45K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.