PF
HPE icon

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
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
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

Phoenix Financial's HPE Position: Q2 2026 in Review

Phoenix Financial opened a new position in Hewlett Packard (HPE) in Q2 2026: 18,274 shares worth $822K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in HPE as recently as Q1 2025.

Phoenix Financial first reported a position in HPE in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q2 2024. 1,447 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Phoenix Financial held 18,274 shares of Hewlett Packard worth $822K as of Q2 2026.
  • Hewlett Packard was a new Phoenix Financial position in Q2 2026.
  • Hewlett Packard made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #282 holding.
  • Phoenix Financial first reported a position in Hewlett Packard in Q1 2024 and has held it in 6 quarters since.
  • Phoenix Financial's Hewlett Packard position peaked at $2.94M in Q2 2024.
  • 1,447 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.