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Financial Consulate’s Hewlett Packard HPE Stock Holding History

Financial Consulate’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
Q1 		$626K Sell
26,305
-863
-3% -$19.1K 0.08% 72
2025
Q4 		$653K Sell
27,168
-62
-0.2% -$1.46K 0.09% 70
2025
Q3 		$669K Buy
+27,230
New +$602K 0.09% 69
2023
Q2 		– Sell
-50,722
Closed -$808K – 73
2023
Q1 		$808K Sell
50,722
-1,514
-3% -$23.8K 0.28% 40
2022
Q4 		$834K Hold
52,236
– – 0.29% 46
2022
Q3 		$626K Hold
52,236
– – 0.26% 46
2022
Q2 		$693K Hold
52,236
– – 0.32% 43
2022
Q1 		$873K Sell
52,236
-4,000
-7% -$67.1K 0.34% 43
2021
Q4 		$887K Hold
56,236
– – 0.31% 45
2021
Q3 		$801K Hold
56,236
– – 0.29% 43
2021
Q2 		$820K Sell
56,236
-683
-1% -$10.8K 0.3% 42
2021
Q1 		$896K Hold
56,919
– – 0.36% 38
2020
Q4 		$674K Sell
56,919
-632
-1% -$6.63K 0.29% 48
2020
Q3 		$539K Hold
57,551
– – 0.26% 53
2020
Q2 		$560K Hold
57,551
– – 0.28% 47
2020
Q1 		$559K Hold
57,551
– – 0.33% 47
2019
Q4 		$913K Sell
57,551
-5,000
-8% -$79.9K 0.4% 37
2019
Q3 		$949K Sell
62,551
-300
-0.5% -$4.26K 0.41% 39
2019
Q2 		$940K Buy
62,851
+300
+0.5% +$4.55K 0.42% 40
2019
Q1 		$965K Buy
62,551
+632
+1% +$9.74K 0.44% 41
2018
Q4 		$818K Sell
61,919
-67
-0.1% -$1K 0.49% 46
2018
Q3 		$1.01M Sell
61,986
-15,674
-20% -$251K 0.57% 43
2018
Q2 		$1.14M Hold
77,660
– – 0.57% 41
2018
Q1 		$1.36M Hold
77,660
– – 0.72% 36
2017
Q4 		$1.11M Hold
77,660
– – 0.57% 41
2017
Q3 		$1.14M Sell
77,660
-22,904
-23% -$312K 0.62% 40
2017
Q2 		$1.29M Buy
+100,564
New +$1.4M 0.76% 36
2016
Q2 		– Sell
-162,799
Closed -$1.68M – 75
2016
Q1 		$1.68M Sell
162,799
-14,701
-8% -$123K 1.15% 21
2015
Q4 		$1.57M Buy
+177,500
New +$1.49M 1.12% 20

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Financial Consulate's HPE Position: Q1 2026 in Review

Financial Consulate reduced its Hewlett Packard (HPE) stake by 3.2% in Q1 2026, selling an estimated $19.1K and leaving 26,305 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #72.

Financial Consulate first reported a position in HPE in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.68M in Q1 2016. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Financial Consulate held 26,305 shares of Hewlett Packard worth $626K as of Q1 2026.
  • Financial Consulate sold 863 Hewlett Packard shares in Q1 2026, an estimated $19.1K.
  • Hewlett Packard made up 0.08% of Financial Consulate's portfolio in Q1 2026, its #72 holding.
  • Financial Consulate first reported a position in Hewlett Packard in Q4 2015 and has held it in 29 quarters since.
  • Financial Consulate's Hewlett Packard position peaked at $1.68M in Q1 2016.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.