Quantum Financial Advisors
HPE icon

Quantum Financial Advisors’s Hewlett Packard HPE Stock Holding History

Quantum Financial Advisors’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 		$316K Buy
4,945
+264
+6% +$14K 0.03% 177
2026
Q2 		$211K Buy
+4,681
New +$169K 0.02% 241

Other funds holding HPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Quantum Financial Advisors's HPE Position: Q3 2026 in Review

Quantum Financial Advisors increased its Hewlett Packard (HPE) stake by 5.6% in Q3 2026, buying an estimated $14K and bringing the position to 4,945 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #177.

Quantum Financial Advisors first reported a position in HPE in Q2 2026 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Quantum Financial Advisors held 4,945 shares of Hewlett Packard worth $316K as of Q3 2026.
  • Quantum Financial Advisors bought 264 Hewlett Packard shares in Q3 2026, an estimated $14K.
  • Hewlett Packard made up 0.03% of Quantum Financial Advisors's portfolio in Q3 2026, its #177 holding.
  • Quantum Financial Advisors first reported a position in Hewlett Packard in Q2 2026 and has held it in 2 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.