Compass Financial Management
HPE icon

Compass Financial Management’s Hewlett Packard HPE Stock Holding History

Compass Financial 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
Q3 		$2.23M Buy
34,827
+33,489
+2,503% +$1.77M 0.24% 115
2026
Q2 		$63.5K Buy
+1,338
New +$48.3K 0.01% 639

Other funds holding HPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Compass Financial Management's HPE Position: Q3 2026 in Review

Compass Financial Management increased its Hewlett Packard (HPE) stake by 2,503% in Q3 2026, buying an estimated $1.77M and bringing the position to 34,827 shares worth $2.23M. The position accounts for 0.24% of the portfolio, ranked #115.

Compass Financial Management first reported a position in HPE in Q2 2026 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Compass Financial Management held 34,827 shares of Hewlett Packard worth $2.23M as of Q3 2026.
  • Compass Financial Management bought 33,489 Hewlett Packard shares in Q3 2026, an estimated $1.77M.
  • Hewlett Packard made up 0.24% of Compass Financial Management's portfolio in Q3 2026, its #115 holding.
  • Compass Financial Management first reported a position in Hewlett Packard in Q2 2026 and has held it in 2 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.