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CFC Planning Company’s Hewlett Packard HPE Stock Holding History

CFC Planning Company’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 		– Sell
-11,394
Closed -$271K – 80
2026
Q1 		$271K Sell
11,394
-1,526
-12% -$33.8K 0.19% 54
2025
Q4 		$310K Sell
12,920
-2,215
-15% -$52.2K 0.24% 52
2025
Q3 		$372K Sell
15,135
-625
-4% -$13.8K 0.31% 52
2025
Q2 		$322K Sell
15,760
-10,933
-41% -$183K 0.3% 52
2025
Q1 		$412K Buy
26,693
+5,168
+24% +$103K 0.44% 45
2024
Q4 		$460K Buy
+21,525
New +$454K 0.49% 44

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

CFC Planning Company's HPE Position: Q2 2026 in Review

CFC Planning Company sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 11,394 shares — an estimated $271K sold.

CFC Planning Company first reported a position in HPE in Q4 2024 and held it in 6 quarters. The position peaked at $460K in Q4 2024. 1,447 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • CFC Planning Company reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • CFC Planning Company sold 11,394 Hewlett Packard shares in Q2 2026, an estimated $271K.
  • CFC Planning Company first reported a position in Hewlett Packard in Q4 2024 and held it in 6 quarters.
  • CFC Planning Company's Hewlett Packard position peaked at $460K in Q4 2024.
  • 1,447 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.