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GoalVest Advisory’s Hewlett Packard HPE Stock Holding History

GoalVest Advisory’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 		– Sell
-250
Closed -$6K – 495
2025
Q4 		$6K Buy
+250
New +$5.89K ﹤0.01% 462
2025
Q2 		– Sell
-8
Closed -$123 – 437
2025
Q1 		$123 Buy
+8
New +$159 ﹤0.01% 487

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

GoalVest Advisory's HPE Position: Q1 2026 in Review

GoalVest Advisory sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 250 shares — an estimated $6K sold.

GoalVest Advisory first reported a position in HPE in Q1 2025 and held it in 2 quarters. The position peaked at $6K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • GoalVest Advisory reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 250 Hewlett Packard shares in Q1 2026, an estimated $6K.
  • GoalVest Advisory first reported a position in Hewlett Packard in Q1 2025 and held it in 2 quarters.
  • GoalVest Advisory's Hewlett Packard position peaked at $6K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.