Mark Sheptoff Financial Planning’s Hewlett Packard HPE Stock Holding History

Mark Sheptoff Financial Planning’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	$706K	Buy	15,650 +2,550	+19%	+$92.1K	0.37%	49
2026 Q1	$394K	Buy	+13,100	New	+$290K	0.21%	66
2025 Q2	–	Sell	-25	Closed	-$386	–	520
2025 Q1	$386	Hold	25	–	–	﹤0.01%	429
2024 Q4	$534	Hold	25	–	–	﹤0.01%	415
2024 Q3	$512	Hold	25	–	–	﹤0.01%	415
2024 Q2	$529	Hold	25	–	–	﹤0.01%	414
2024 Q1	$443	Hold	25	–	–	﹤0.01%	386
2023 Q4	$425	Hold	25	–	–	﹤0.01%	380
2023 Q3	$434	Hold	25	–	–	﹤0.01%	367
2023 Q2	$420	Hold	25	–	–	﹤0.01%	378
2023 Q1	$398	Hold	25	–	–	﹤0.01%	374
2022 Q4	$399	Hold	25	–	–	﹤0.01%	381
2022 Q3	$0	Hold	25	–	–	﹤0.01%	380
2022 Q2	$0	Hold	25	–	–	﹤0.01%	402
2022 Q1	$0	Hold	25	–	–	﹤0.01%	454
2021 Q4	$0	Buy	+25	New	+$377	﹤0.01%	465
2020 Q1	–	Sell	-500	Closed	-$8K	–	361
2019 Q4	$8K	Hold	500	–	–	0.01%	295
2019 Q3	$8K	Sell	500 -100	-17%	-$1.42K	0.01%	284
2019 Q2	$9K	Buy	600 +100	+20%	+$1.51K	0.01%	270
2019 Q1	$8K	Hold	500	–	–	0.01%	278
2018 Q4	$7K	Hold	500	–	–	0.01%	263
2018 Q3	$8K	Hold	500	–	–	0.01%	304
2018 Q2	$7K	Hold	500	–	–	0.01%	302
2018 Q1	$9K	Hold	500	–	–	0.01%	299
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	305
2017 Q3	$7K	Sell	500 -789	-61%	-$10.8K	﹤0.01%	307
2017 Q2	$17K	Sell	1,289 -2,326	-64%	-$32.4K	0.01%	241
2017 Q1	$50K	Buy	3,615 +518	+17%	+$6.96K	0.04%	185
2016 Q4	$42K	Buy	+3,097	New	+$41.4K	0.03%	187

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's HPE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Hewlett Packard (HPE) stake by 19% in Q2 2026, buying an estimated $92.1K and bringing the position to 15,650 shares worth $706K. The position accounts for 0.37% of the portfolio, ranked #49.

Mark Sheptoff Financial Planning first reported a position in HPE in Q4 2016 and has held it in 29 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Mark Sheptoff Financial Planning held 15,650 shares of Hewlett Packard worth $706K as of Q2 2026.
Mark Sheptoff Financial Planning bought 2,550 Hewlett Packard shares in Q2 2026, an estimated $92.1K.
Hewlett Packard made up 0.37% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #49 holding.
Mark Sheptoff Financial Planning first reported a position in Hewlett Packard in Q4 2016 and has held it in 29 quarters since.
1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.