COMPASS FINANCIAL MANAGEMENT LLC’s Hewlett Packard HPE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$63.5K	Buy	+1,338	New	+$48.3K	0.01%	639

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HPE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Hewlett Packard (HPE) in Q2 2026: 1,338 shares worth $63.5K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings.

1,116 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,338 shares of Hewlett Packard worth $63.5K as of Q2 2026.
Hewlett Packard was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Hewlett Packard made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #639 holding.
1,116 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.