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CX Institutional’s Hewlett Packard HPE Stock Holding History

CX Institutional’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 		$1.53M Buy
23,990
+3,139
+15% +$166K 0.04% 288
2026
Q2 		$941K Sell
20,851
-2,549
-11% -$92K 0.03% 344
2026
Q1 		$557K Buy
23,400
+5,234
+29% +$116K 0.02% 444
2025
Q4 		$436K Sell
18,166
-1,814
-9% -$42.7K 0.01% 460
2025
Q3 		$491K Sell
19,980
-3,396
-15% -$75.1K 0.01% 440
2025
Q2 		$478K Sell
23,376
-6,182
-21% -$104K 0.02% 381
2025
Q1 		$456K Sell
29,558
-59,179
-67% -$1.18M 0.02% 394
2024
Q4 		$1.89M Buy
88,737
+2,205
+3% +$46.5K 0.08% 181
2024
Q3 		$1.77M Sell
86,532
-2,440
-3% -$46.6K 0.08% 204
2024
Q2 		$1.88M Sell
88,972
-1,946
-2% -$35.9K 0.09% 199
2024
Q1 		$1.61M Buy
90,918
+4,332
+5% +$70.3K 0.08% 212
2023
Q4 		$1.47M Sell
86,586
-525
-0.6% -$8.55K 0.08% 212
2023
Q3 		$1.51M Sell
87,111
-218,743
-72% -$3.76M 0.08% 209
2023
Q2 		$5.14M Buy
305,854
+78,705
+35% +$1.2M 0.27% 111
2023
Q1 		$3.68M Buy
+227,149
New +$3.57M 0.2% 158
2022
Q3 		– Sell
-2,239
Closed -$30K – 764
2022
Q2 		$30K Buy
+2,239
New +$34K ﹤0.01% 769
2021
Q4 		– Sell
-1,998
Closed -$28K – 591
2021
Q3 		$28K Sell
1,998
-85
-4% -$1.23K ﹤0.01% 684
2021
Q2 		$30K Buy
2,083
+94
+5% +$1.49K ﹤0.01% 663
2021
Q1 		$31K Buy
1,989
+316
+19% +$4.38K ﹤0.01% 588
2020
Q4 		$20K Buy
1,673
+334
+25% +$3.5K ﹤0.01% 609
2020
Q3 		$13K Buy
1,339
+686
+105% +$6.55K ﹤0.01% 631
2020
Q2 		$6K Sell
653
-64
-9% -$628 ﹤0.01% 646
2020
Q1 		$7K Buy
717
+360
+101% +$4.72K ﹤0.01% 504
2019
Q4 		$6K Buy
357
+1
+0.3% +$16 ﹤0.01% 520
2019
Q3 		$5K Buy
356
+93
+35% +$1.32K ﹤0.01% 579
2019
Q2 		$4K Sell
263
-60
-19% -$909 ﹤0.01% 648
2019
Q1 		$5K Buy
+323
New +$4.98K ﹤0.01% 548

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional's HPE Position: Q3 2026 in Review

CX Institutional increased its Hewlett Packard (HPE) stake by 15% in Q3 2026, buying an estimated $166K and bringing the position to 23,990 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #288.

CX Institutional first reported a position in HPE in Q1 2019 and has held it in 27 quarters since. The position peaked at $5.14M in Q2 2023. 55 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • CX Institutional held 23,990 shares of Hewlett Packard worth $1.53M as of Q3 2026.
  • CX Institutional bought 3,139 Hewlett Packard shares in Q3 2026, an estimated $166K.
  • Hewlett Packard made up 0.04% of CX Institutional's portfolio in Q3 2026, its #288 holding.
  • CX Institutional first reported a position in Hewlett Packard in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Hewlett Packard position peaked at $5.14M in Q2 2023.
  • 55 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.