Pinnacle Wealth Planning Services’s Hewlett Packard HPE Stock Holding History

Pinnacle Wealth Planning Services’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	$282K	Buy	11,844 +72	+0.6%	+$1.59K	0.03%	358
2025 Q4	$283K	Buy	11,772 +4	+0%	+$94	0.03%	347
2025 Q3	$289K	Buy	+11,768	New	+$260K	0.03%	331
2024 Q4	–	Sell	-13,045	Closed	-$267K	–	467
2024 Q3	$267K	Buy	13,045 +8	+0.1%	+$153	0.04%	342
2024 Q2	$276K	Hold	13,037	–	–	0.04%	308
2024 Q1	$231K	Sell	13,037 -46	-0.4%	-$747	0.03%	377
2023 Q4	$222K	Sell	13,083 -5	-0%	-$81	0.03%	364
2023 Q3	$227K	Hold	13,088	–	–	0.04%	328
2023 Q2	$220K	Sell	13,088 -9	-0.1%	-$138	0.04%	351
2023 Q1	$209K	Hold	13,097	–	–	0.03%	383
2022 Q4	$209K	Buy	+13,097	New	+$193K	0.04%	362
2022 Q2	–	Sell	-13,061	Closed	-$218K	–	444
2022 Q1	$218K	Buy	+13,061	New	+$219K	0.04%	354
2021 Q1	–	Sell	-7,002	Closed	-$83K	–	1056
2020 Q4	$83K	Buy	+7,002	New	+$73.5K	0.02%	556

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

Pinnacle Wealth Planning Services's HPE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Hewlett Packard (HPE) stake by 0.61% in Q1 2026, buying an estimated $1.59K and bringing the position to 11,844 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #358.

Pinnacle Wealth Planning Services first reported a position in HPE in Q4 2020 and has held it in 13 quarters since. The position peaked at $289K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Pinnacle Wealth Planning Services held 11,844 shares of Hewlett Packard worth $282K as of Q1 2026.
Pinnacle Wealth Planning Services bought 72 Hewlett Packard shares in Q1 2026, an estimated $1.59K.
Hewlett Packard made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #358 holding.
Pinnacle Wealth Planning Services first reported a position in Hewlett Packard in Q4 2020 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Hewlett Packard position peaked at $289K in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.