Next Level Wealth Planning
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Next Level Wealth Planning’s Hewlett Packard HPE Stock Holding History

Next Level Wealth 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
Q3 		$68.1K Buy
+1,066
New +$56.4K 0.03% 145

Other funds holding HPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Wealth Planning's HPE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Hewlett Packard (HPE) in Q3 2026: 1,066 shares worth $68.1K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings.

891 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Next Level Wealth Planning held 1,066 shares of Hewlett Packard worth $68.1K as of Q3 2026.
  • Hewlett Packard was a new Next Level Wealth Planning position in Q3 2026.
  • Hewlett Packard made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #145 holding.
  • 891 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.