PDS Planning’s Hewlett Packard HPE Stock Holding History

PDS 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 Q1	$316K	Sell	13,279 -252	-2%	-$5.58K	0.02%	378
2025 Q4	$325K	Sell	13,531 -662	-5%	-$15.6K	0.02%	357
2025 Q3	$349K	Buy	14,193 +37	+0.3%	+$818	0.02%	331
2025 Q2	$289K	Buy	14,156 +1,042	+8%	+$17.5K	0.02%	366
2025 Q1	$202K	Buy	13,114 +66	+0.5%	+$1.31K	0.02%	438
2024 Q4	$279K	Sell	13,048 -43	-0.3%	-$908	0.02%	312
2024 Q3	$268K	Sell	13,091 -32	-0.2%	-$612	0.02%	331
2024 Q2	$278K	Buy	13,123 +171	+1%	+$3.15K	0.03%	277
2024 Q1	$230K	Buy	12,952 +507	+4%	+$8.23K	0.02%	328
2023 Q4	$211K	Sell	12,445 -336	-3%	-$5.47K	0.02%	321
2023 Q3	$222K	Buy	12,781 +835	+7%	+$14.4K	0.03%	279
2023 Q2	$201K	Buy	+11,946	New	+$183K	0.03%	306

Other funds holding HPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

PDS Planning's HPE Position: Q1 2026 in Review

PDS Planning reduced its Hewlett Packard (HPE) stake by 1.9% in Q1 2026, selling an estimated $5.58K and leaving 13,279 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #378.

PDS Planning first reported a position in HPE in Q2 2023 and has held it in 12 quarters since. The position peaked at $349K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

PDS Planning held 13,279 shares of Hewlett Packard worth $316K as of Q1 2026.
PDS Planning sold 252 Hewlett Packard shares in Q1 2026, an estimated $5.58K.
Hewlett Packard made up 0.02% of PDS Planning's portfolio in Q1 2026, its #378 holding.
PDS Planning first reported a position in Hewlett Packard in Q2 2023 and has held it in 12 quarters since.
PDS Planning's Hewlett Packard position peaked at $349K in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.