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LifeGoal Wealth Advisors’s Hewlett Packard HPE Stock Holding History

LifeGoal Wealth 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
Q3 		$333K Buy
5,211
+605
+13% +$32K 0.1% 122
2026
Q2 		$208K Buy
+4,606
New +$166K 0.1% 146

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

LifeGoal Wealth Advisors's HPE Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Hewlett Packard (HPE) stake by 13% in Q3 2026, buying an estimated $32K and bringing the position to 5,211 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #122.

LifeGoal Wealth Advisors first reported a position in HPE in Q2 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • LifeGoal Wealth Advisors held 5,211 shares of Hewlett Packard worth $333K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 605 Hewlett Packard shares in Q3 2026, an estimated $32K.
  • Hewlett Packard made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • LifeGoal Wealth Advisors first reported a position in Hewlett Packard in Q2 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.