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 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 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

Personal CFO Solutions's HPE Position: Q1 2026 in Review

Personal CFO Solutions increased its Hewlett Packard (HPE) stake by 13% in Q1 2026, buying an estimated $36.4K and bringing the position to 14,550 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #330.

Personal CFO Solutions first reported a position in HPE in Q1 2021 and has held it in 8 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Personal CFO Solutions held 14,550 shares of Hewlett Packard worth $348K as of Q1 2026.
Personal CFO Solutions bought 1,644 Hewlett Packard shares in Q1 2026, an estimated $36.4K.
Hewlett Packard made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #330 holding.
Personal CFO Solutions first reported a position in Hewlett Packard in Q1 2021 and has held it in 8 quarters since.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.