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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
Q2 		$63.5K Buy
+1,338
New +$48.3K 0.01% 639

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's HPE Position: Q2 2026 in Review

Compass Financial Management 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.

1,358 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Compass Financial Management held 1,338 shares of Hewlett Packard worth $63.5K as of Q2 2026.
  • Hewlett Packard was a new Compass Financial Management position in Q2 2026.
  • Hewlett Packard made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #639 holding.
  • 1,358 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.