Jones Financial Companies
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Jones Financial Companies’s Hewlett Packard HPE Stock Holding History

Jones Financial Companies’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 		$50.1M Sell
1,145,202
-231,812
-17% -$8.37M 0.02% 408
2026
Q1 		$33M Buy
1,377,014
+1,307,638
+1,885% +$29M 0.02% 454
2025
Q4 		$1.67M Buy
69,376
+15,624
+29% +$368K ﹤0.01% 1033
2025
Q3 		$1.29M Buy
53,752
+10,932
+26% +$242K ﹤0.01% 1030
2025
Q2 		$789K Buy
42,820
+17,537
+69% +$294K ﹤0.01% 1101
2025
Q1 		$399K Buy
25,283
+14,230
+129% +$283K ﹤0.01% 1219
2024
Q4 		$236K Buy
11,053
+5,924
+116% +$125K ﹤0.01% 1279
2024
Q3 		$103K Buy
5,129
+2,660
+108% +$50.8K ﹤0.01% 1389
2024
Q2 		$52.3K Buy
2,469
+2,135
+639% +$39.4K ﹤0.01% 1242
2024
Q1 		$5.92K Sell
334
-253
-43% -$4.11K ﹤0.01% 1150
2023
Q4 		$9.97K Buy
587
+253
+76% +$4.12K ﹤0.01% 681
2023
Q3 		$5.8K Hold
334
– – ﹤0.01% 510
2023
Q2 		$5.61K Buy
334
+84
+34% +$1.28K ﹤0.01% 486
2023
Q1 		$3.98K Sell
250
-185
-43% -$2.91K ﹤0.01% 529
2022
Q4 		$7K Buy
435
+185
+74% +$2.73K ﹤0.01% 506
2022
Q3 		$3K Hold
250
– – ﹤0.01% 495
2022
Q2 		$3K Sell
250
-610
-71% -$9.25K ﹤0.01% 572
2022
Q1 		$14K Buy
860
+770
+856% +$12.9K ﹤0.01% 481
2021
Q4 		$1K Hold
90
– – ﹤0.01% 734
2021
Q3 		$1K Hold
90
– – ﹤0.01% 635
2021
Q2 		$1K Sell
90
-382
-81% -$6.03K ﹤0.01% 618
2021
Q1 		$7K Buy
+472
New +$6.54K ﹤0.01% 577

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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 $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies's HPE Position: Q2 2026 in Review

Jones Financial Companies reduced its Hewlett Packard (HPE) stake by 17% in Q2 2026, selling an estimated $8.37M and leaving 1,145,202 shares worth $50.1M. The position accounts for 0.02% of the portfolio, ranked #408.

Jones Financial Companies first reported a position in HPE in Q1 2021 and has held it in 22 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Jones Financial Companies held 1,145,202 shares of Hewlett Packard worth $50.1M as of Q2 2026.
  • Jones Financial Companies sold 231,812 Hewlett Packard shares in Q2 2026, an estimated $8.37M.
  • Hewlett Packard made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #408 holding.
  • Jones Financial Companies first reported a position in Hewlett Packard in Q1 2021 and has held it in 22 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.