KFI
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Key Financial Inc’s Hewlett Packard HPE Stock Holding History

Key Financial 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
Q1 		$96.4K Hold
4,047
– – 0.02% 410
2025
Q4 		$97.2K Sell
4,047
-69
-2% -$1.63K 0.02% 401
2025
Q3 		$103K Hold
4,116
– – 0.02% 388
2025
Q2 		$84.2K Hold
4,116
– – 0.02% 405
2025
Q1 		$63.5K Hold
4,116
– – 0.01% 435
2024
Q4 		$87.9K Buy
4,116
+619
+18% +$13.1K 0.02% 383
2024
Q3 		$71.5K Buy
3,497
+34
+1% +$650 0.02% 416
2024
Q2 		$73.3K Hold
3,463
– – 0.02% 388
2024
Q1 		$61.4K Hold
3,463
– – 0.02% 402
2023
Q4 		$58.8K Buy
3,463
+253
+8% +$4.12K 0.02% 398
2023
Q3 		$55.8K Hold
3,210
– – 0.02% 387
2023
Q2 		$53.9K Hold
3,210
– – 0.02% 395
2023
Q1 		$51.1K Hold
3,210
– – 0.02% 388
2022
Q4 		$38.5K Hold
3,210
– – 0.02% 397
2022
Q3 		$38K Buy
3,210
+66
+2% +$897 0.02% 403
2022
Q2 		$41K Buy
3,144
+26
+0.8% +$394 0.02% 394
2022
Q1 		$52K Hold
3,118
– – 0.03% 356
2021
Q4 		$49K Hold
3,118
– – 0.02% 354
2021
Q3 		$44K Hold
3,118
– – 0.02% 354
2021
Q2 		$45K Hold
3,118
– – 0.03% 364
2021
Q1 		$49K Buy
3,118
+31
+1% +$429 0.03% 277
2020
Q4 		$37K Buy
+3,087
New +$32.4K 0.03% 291
2020
Q2 		– Sell
-3,087
Closed -$31K – 321
2020
Q1 		$31K Buy
+3,087
New +$40.4K 0.03% 274

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

Key Financial Inc's HPE Position: Q1 2026 in Review

Key Financial Inc held its Hewlett Packard (HPE) position steady in Q1 2026 at 4,047 shares worth $96.4K. The position accounts for 0.02% of the portfolio, ranked #410.

Key Financial Inc first reported a position in HPE in Q1 2020 and has held it in 23 quarters since. The position peaked at $103K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Key Financial Inc held 4,047 shares of Hewlett Packard worth $96.4K as of Q1 2026.
  • Key Financial Inc left its Hewlett Packard share count unchanged in Q1 2026.
  • Hewlett Packard made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #410 holding.
  • Key Financial Inc first reported a position in Hewlett Packard in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Hewlett Packard position peaked at $103K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.