Foundations Investment Advisors’s Hewlett Packard HPE Stock Holding History

Foundations Investment Advisors’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	$402K	Sell	8,901 -15,451	-63%	-$558K	﹤0.01%	846
2026 Q1	$580K	Buy	24,352 +484	+2%	+$10.7K	0.01%	667
2025 Q4	$573K	Buy	23,868 +4,904	+26%	+$116K	0.01%	669
2025 Q3	$466K	Sell	18,964 -682	-3%	-$15.1K	0.01%	674
2025 Q2	$402K	Buy	+19,646	New	+$329K	0.01%	643
2025 Q1	–	Sell	-9,660	Closed	-$206K	–	887
2024 Q4	$206K	Buy	+9,660	New	+$204K	﹤0.01%	801

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Foundations Investment Advisors's HPE Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Hewlett Packard (HPE) stake by 63% in Q2 2026, selling an estimated $558K and leaving 8,901 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Foundations Investment Advisors first reported a position in HPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $580K in Q1 2026. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Foundations Investment Advisors held 8,901 shares of Hewlett Packard worth $402K as of Q2 2026.
Foundations Investment Advisors sold 15,451 Hewlett Packard shares in Q2 2026, an estimated $558K.
Hewlett Packard made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #846 holding.
Foundations Investment Advisors first reported a position in Hewlett Packard in Q4 2024 and has held it in 6 quarters since.
Foundations Investment Advisors's Hewlett Packard position peaked at $580K in Q1 2026.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.