PWP
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Phillips Wealth Planners’s Hewlett Packard HPE Stock Holding History

Phillips Wealth Planners’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 		– Sell
-12,809
Closed -$395K – 221
2026
Q1 		$395K Sell
12,809
-3,878
-23% -$85.9K 0.3% 114
2025
Q4 		$351K Sell
16,687
-159
-0.9% -$3.75K 0.28% 115
2025
Q3 		$418K Sell
16,846
-26
-0.2% -$575 0.35% 94
2025
Q2 		$351K Sell
16,872
-4,777
-22% -$80.1K 0.32% 110
2025
Q1 		$306K Sell
21,649
-617
-3% -$12.3K 0.32% 106
2024
Q4 		$492K Buy
22,266
+6,722
+43% +$142K 0.49% 67
2024
Q3 		$325K Buy
+15,544
New +$297K 0.31% 119

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

Phillips Wealth Planners's HPE Position: Q2 2026 in Review

Phillips Wealth Planners sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 12,809 shares — an estimated $395K sold.

Phillips Wealth Planners first reported a position in HPE in Q3 2024 and held it in 7 quarters. The position peaked at $492K in Q4 2024. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Phillips Wealth Planners reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 12,809 Hewlett Packard shares in Q2 2026, an estimated $395K.
  • Phillips Wealth Planners first reported a position in Hewlett Packard in Q3 2024 and held it in 7 quarters.
  • Phillips Wealth Planners's Hewlett Packard position peaked at $492K in Q4 2024.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.