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BFC Planning, Inc.’s Hewlett Packard HPE Stock Holding History

BFC Planning, Inc.’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 		$2.23M Buy
49,381
+32,066
+185% +$1.16M 0.09% 224
2026
Q1 		$412K Buy
17,315
+13,672
+375% +$303K 0.02% 635
2025
Q4 		$87.5K Sell
3,643
-402
-10% -$9.47K ﹤0.01% 1162
2025
Q3 		$99.3K Buy
4,045
+1,713
+73% +$37.9K 0.01% 932
2025
Q2 		$47.7K Sell
2,332
-480
-17% -$8.05K ﹤0.01% 1147
2025
Q1 		$43.4K Buy
2,812
+672
+31% +$13.4K ﹤0.01% 1160
2024
Q4 		$45.7K Buy
+2,140
New +$45.2K ﹤0.01% 1140

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.92T AUM 36.1% 1-Year Est. Return
Elliott Investment Management
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

BFC Planning, Inc.'s HPE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Hewlett Packard (HPE) stake by 185% in Q2 2026, buying an estimated $1.16M and bringing the position to 49,381 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #224.

BFC Planning, Inc. first reported a position in HPE in Q4 2024 and has held it in 7 quarters since. 1,457 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • BFC Planning, Inc. held 49,381 shares of Hewlett Packard worth $2.23M as of Q2 2026.
  • BFC Planning, Inc. bought 32,066 Hewlett Packard shares in Q2 2026, an estimated $1.16M.
  • Hewlett Packard made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #224 holding.
  • BFC Planning, Inc. first reported a position in Hewlett Packard in Q4 2024 and has held it in 7 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.