Creative Planning’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.2M | Buy |
580,175
+73,359
| +14% | +$2.65M | 0.02% | 403 |
|
|
2026
Q1 | $12.1M | Buy |
506,816
+137,103
| +37% | +$3.04M | 0.01% | 607 |
|
|
2025
Q4 | $8.88M | Buy |
369,713
+44,810
| +14% | +$1.06M | 0.01% | 668 |
|
|
2025
Q3 | $7.98M | Buy |
324,903
+63,400
| +24% | +$1.4M | 0.01% | 659 |
|
|
2025
Q2 | $5.35M | Buy |
261,503
+44,208
| +20% | +$741K | ﹤0.01% | 731 |
|
|
2025
Q1 | $3.35M | Sell |
217,295
-4,944
| -2% | -$98.5K | ﹤0.01% | 883 |
|
|
2024
Q4 | $4.74M | Buy |
222,239
+25,220
| +13% | +$532K | ﹤0.01% | 686 |
|
|
2024
Q3 | $4.03M | Buy |
197,019
+6,098
| +3% | +$117K | ﹤0.01% | 722 |
|
|
2024
Q2 | $4.04M | Buy |
190,921
+22,032
| +13% | +$406K | ﹤0.01% | 697 |
|
|
2024
Q1 | $2.99M | Buy |
168,889
+21,728
| +15% | +$353K | ﹤0.01% | 802 |
|
|
2023
Q4 | $2.5M | Buy |
147,161
+1,505
| +1% | +$24.5K | ﹤0.01% | 820 |
|
|
2023
Q3 | $2.53M | Buy |
145,656
+2,262
| +2% | +$38.9K | ﹤0.01% | 759 |
|
|
2023
Q2 | $2.41M | Sell |
143,394
-179
| -0.1% | -$2.74K | ﹤0.01% | 736 |
|
|
2023
Q1 | $2.29M | Buy |
143,573
+14,658
| +11% | +$230K | ﹤0.01% | 737 |
|
|
2022
Q4 | $2.06M | Buy |
128,915
+16,778
| +15% | +$247K | ﹤0.01% | 738 |
|
|
2022
Q3 | $1.34M | Buy |
112,137
+6,382
| +6% | +$86.7K | ﹤0.01% | 835 |
|
|
2022
Q2 | $1.4M | Buy |
105,755
+7,946
| +8% | +$120K | ﹤0.01% | 836 |
|
|
2022
Q1 | $1.64M | Sell |
97,809
-14,051
| -13% | -$236K | ﹤0.01% | 784 |
|
|
2021
Q4 | $1.76M | Buy |
111,860
+2,939
| +3% | +$44.3K | ﹤0.01% | 726 |
|
|
2021
Q3 | $1.55M | Buy |
108,921
+14,514
| +15% | +$210K | ﹤0.01% | 764 |
|
|
2021
Q2 | $1.38M | Buy |
94,407
+56
| +0.1% | +$884 | ﹤0.01% | 806 |
|
|
2021
Q1 | $1.49M | Sell |
94,351
-513
| -0.5% | -$7.1K | ﹤0.01% | 842 |
|
|
2020
Q4 | $1.12M | Sell |
94,864
-12,717
| -12% | -$133K | ﹤0.01% | 895 |
|
|
2020
Q3 | $1.01M | Buy |
107,581
+8,557
| +9% | +$81.7K | ﹤0.01% | 800 |
|
|
2020
Q2 | $964K | Sell |
99,024
-13,345
| -12% | -$131K | ﹤0.01% | 752 |
|
|
2020
Q1 | $1.09M | Buy |
112,369
+2,400
| +2% | +$31.4K | ﹤0.01% | 609 |
|
|
2019
Q4 | $1.74M | Sell |
109,969
-4,133
| -4% | -$66K | 0.01% | 562 |
|
|
2019
Q3 | $1.73M | Sell |
114,102
-4,925
| -4% | -$70K | 0.01% | 541 |
|
|
2019
Q2 | $1.78M | Buy |
119,027
+978
| +0.8% | +$14.8K | 0.01% | 538 |
|
|
2019
Q1 | $1.82M | Sell |
118,049
-189
| -0.2% | -$2.91K | 0.01% | 496 |
|
|
2018
Q4 | $1.56M | Buy |
118,238
+6,362
| +6% | +$95.3K | 0.01% | 493 |
|
|
2018
Q3 | $1.82M | Sell |
111,876
-794
| -0.7% | -$12.7K | 0.01% | 506 |
|
|
2018
Q2 | $1.65M | Sell |
112,670
-1,295
| -1% | -$21.5K | 0.01% | 528 |
|
|
2018
Q1 | $2M | Sell |
113,965
-2,314
| -2% | -$39.3K | 0.01% | 466 |
|
|
2017
Q4 | $1.67M | Sell |
116,279
-2,424
| -2% | -$34.4K | 0.01% | 515 |
|
|
2017
Q3 | $1.75M | Buy |
118,703
+1,042
| +0.9% | +$14.2K | 0.01% | 508 |
|
|
2017
Q2 | $1.51M | Sell |
117,661
-44,942
| -28% | -$626K | 0.01% | 526 |
|
|
2017
Q1 | $2.24M | Buy |
162,603
+16,240
| +11% | +$218K | 0.01% | 387 |
|
|
2016
Q4 | $1.97M | Buy |
146,363
+4,457
| +3% | +$59.5K | 0.01% | 411 |
|
|
2016
Q3 | $1.88M | Sell |
141,906
-5,382
| -4% | -$66.5K | 0.01% | 391 |
|
|
2016
Q2 | $1.56M | Sell |
147,288
-6,411
| -4% | -$65.3K | 0.01% | 396 |
|
|
2016
Q1 | $1.58M | Buy |
153,699
+16,987
| +12% | +$142K | 0.01% | 370 |
|
|
2015
Q4 | $1.21M | Buy |
+136,712
| New | +$1.14M | 0.01% | 451 |
|
Other funds holding HPE
EIM
Creative Planning's HPE Position: Q2 2026 in Review
Creative Planning increased its Hewlett Packard (HPE) stake by 14% in Q2 2026, buying an estimated $2.65M and bringing the position to 580,175 shares worth $26.2M. The position accounts for 0.02% of the portfolio, ranked #403.
Creative Planning first reported a position in HPE in Q4 2015 and has held it in 43 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.
- Creative Planning held 580,175 shares of Hewlett Packard worth $26.2M as of Q2 2026.
- Creative Planning bought 73,359 Hewlett Packard shares in Q2 2026, an estimated $2.65M.
- Hewlett Packard made up 0.02% of Creative Planning's portfolio in Q2 2026, its #403 holding.
- Creative Planning first reported a position in Hewlett Packard in Q4 2015 and has held it in 43 quarters since.
- 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.