Phoenix Financial’s Hewlett Packard HPE Stock Holding History

Phoenix Financial’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 Q3	$491K	Sell	7,661 -10,613	-58%	-$562K	﹤0.01%	359
2026 Q2	$822K	Buy	+18,274	New	+$660K	0.01%	282
2025 Q2	–	Sell	-11,600	Closed	-$180K	–	434
2025 Q1	$180K	Sell	11,600 -14,173	-55%	-$282K	﹤0.01%	353
2024 Q4	$550K	Sell	25,773 -2,679	-9%	-$56.6K	0.01%	255
2024 Q3	$583K	Sell	28,452 -111,460	-80%	-$2.13M	0.01%	239
2024 Q2	$2.94M	Buy	139,912 +124,912	+833%	+$2.3M	0.04%	167
2024 Q1	$265K	Buy	+15,000	New	+$244K	﹤0.01%	345

Other funds holding HPE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Phoenix Financial's HPE Position: Q3 2026 in Review

Phoenix Financial reduced its Hewlett Packard (HPE) stake by 58% in Q3 2026, selling an estimated $562K and leaving 7,661 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Phoenix Financial first reported a position in HPE in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q2 2024. 1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Phoenix Financial held 7,661 shares of Hewlett Packard worth $491K as of Q3 2026.
Phoenix Financial sold 10,613 Hewlett Packard shares in Q3 2026, an estimated $562K.
Hewlett Packard made up ﹤0.01% of Phoenix Financial's portfolio in Q3 2026, its #359 holding.
Phoenix Financial first reported a position in Hewlett Packard in Q1 2024 and has held it in 7 quarters since.
Phoenix Financial's Hewlett Packard position peaked at $2.94M in Q2 2024.
1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.