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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
Q2 		$620K Buy
13,745
+466
+4% +$16.8K 0.04% 255
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PDS Planning's HPE Position: Q2 2026 in Review

PDS Planning increased its Hewlett Packard (HPE) stake by 3.5% in Q2 2026, buying an estimated $16.8K and bringing the position to 13,745 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #255.

PDS Planning first reported a position in HPE in Q2 2023 and has held it in 13 quarters since. 1,445 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • PDS Planning held 13,745 shares of Hewlett Packard worth $620K as of Q2 2026.
  • PDS Planning bought 466 Hewlett Packard shares in Q2 2026, an estimated $16.8K.
  • Hewlett Packard made up 0.04% of PDS Planning's portfolio in Q2 2026, its #255 holding.
  • PDS Planning first reported a position in Hewlett Packard in Q2 2023 and has held it in 13 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.