Cherry Tree Wealth Management’s Hewlett Packard HPE Stock Holding History

Cherry Tree Wealth Management’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	$1.4K	Hold	31	–	–	﹤0.01%	535
2026 Q1	$739	Hold	31	–	–	﹤0.01%	550
2025 Q4	$745	Hold	31	–	–	﹤0.01%	555
2025 Q3	$762	Hold	31	–	–	﹤0.01%	551
2025 Q2	$634	Hold	31	–	–	﹤0.01%	575
2025 Q1	$479	Hold	31	–	–	﹤0.01%	726
2024 Q4	$662	Sell	31 -196	-86%	-$4.14K	﹤0.01%	598
2024 Q3	$4.64K	Hold	227	–	–	﹤0.01%	488
2024 Q2	$4.81K	Hold	227	–	–	﹤0.01%	461
2024 Q1	$4.03K	Hold	227	–	–	﹤0.01%	457
2023 Q4	$3.85K	Hold	227	–	–	﹤0.01%	452
2023 Q3	$3.94K	Hold	227	–	–	﹤0.01%	430
2023 Q2	$3.81K	Buy	+227	New	+$3.47K	﹤0.01%	436

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's HPE Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Hewlett Packard (HPE) position steady in Q2 2026 at 31 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Cherry Tree Wealth Management first reported a position in HPE in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.81K in Q2 2024. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Cherry Tree Wealth Management held 31 shares of Hewlett Packard worth $1.4K as of Q2 2026.
Cherry Tree Wealth Management left its Hewlett Packard share count unchanged in Q2 2026.
Hewlett Packard made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #535 holding.
Cherry Tree Wealth Management first reported a position in Hewlett Packard in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Hewlett Packard position peaked at $4.81K in Q2 2024.
1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.