PCS
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Personal CFO Solutions’s Hewlett Packard HPE Stock Holding History

Personal CFO Solutions’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 		$442K Sell
9,769
-4,781
-33% -$173K 0.06% 283
2026
Q1 		$348K Buy
14,550
+1,644
+13% +$36.4K 0.05% 330
2025
Q4 		$310K Buy
12,906
+1,921
+17% +$45.3K 0.05% 356
2025
Q3 		$270K Buy
+10,985
New +$243K 0.05% 375
2022
Q2 		– Sell
-15,581
Closed -$260K – 464
2022
Q1 		$260K Buy
15,581
+3,211
+26% +$53.8K 0.05% 372
2021
Q4 		$195K Buy
12,370
+41
+0.3% +$618 0.04% 452
2021
Q3 		$176K Buy
12,329
+2,113
+21% +$30.5K 0.04% 427
2021
Q2 		$149K Sell
10,216
-168
-2% -$2.65K 0.03% 416
2021
Q1 		$163K Buy
+10,384
New +$144K 0.04% 387

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

Personal CFO Solutions's HPE Position: Q2 2026 in Review

Personal CFO Solutions reduced its Hewlett Packard (HPE) stake by 33% in Q2 2026, selling an estimated $173K and leaving 9,769 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #283.

Personal CFO Solutions first reported a position in HPE in Q1 2021 and has held it in 9 quarters since. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Personal CFO Solutions held 9,769 shares of Hewlett Packard worth $442K as of Q2 2026.
  • Personal CFO Solutions sold 4,781 Hewlett Packard shares in Q2 2026, an estimated $173K.
  • Hewlett Packard made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #283 holding.
  • Personal CFO Solutions first reported a position in Hewlett Packard in Q1 2021 and has held it in 9 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.