SIS
HPE icon

Sound Income Strategies’s Hewlett Packard HPE Stock Holding History

Sound Income Strategies’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
-934
Closed -$22.4K – 1309
2026
Q1 		$22.4K Buy
934
+682
+271% +$15.1K ﹤0.01% 1136
2025
Q4 		$5.39K Buy
252
+3
+1% +$71 ﹤0.01% 1766
2025
Q3 		$6.53K Sell
249
-935
-79% -$20.7K ﹤0.01% 1105
2025
Q2 		$24.2K Sell
1,184
-12,952
-92% -$217K ﹤0.01% 710
2025
Q1 		$218K Buy
14,136
+1,085
+8% +$21.6K 0.01% 268
2024
Q4 		$279K Buy
13,051
+1,934
+17% +$40.8K 0.02% 210
2024
Q3 		$227K Buy
11,117
+10,521
+1,765% +$201K 0.01% 229
2024
Q2 		$12.6K Hold
596
– – ﹤0.01% 729
2024
Q1 		$10.6K Hold
596
– – ﹤0.01% 740
2023
Q4 		$10.1K Hold
596
– – ﹤0.01% 729
2023
Q3 		$10.4K Buy
+596
New +$10.3K ﹤0.01% 581
2020
Q4 		– Sell
-400
Closed -$4K – 892
2020
Q3 		$4K Hold
400
– – ﹤0.01% 575
2020
Q2 		$4K Hold
400
– – ﹤0.01% 537
2020
Q1 		$4K Buy
+400
New +$5.24K ﹤0.01% 486
2018
Q3 		– Sell
-9
Closed – – 758
2018
Q2 		$0 Buy
+9
New +$149 ﹤0.01% 681

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound Income Strategies's HPE Position: Q2 2026 in Review

Sound Income Strategies sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 934 shares — an estimated $22.4K sold.

Sound Income Strategies first reported a position in HPE in Q2 2018 and held it in 15 quarters. The position peaked at $279K in Q4 2024. 1,105 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Sound Income Strategies reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 934 Hewlett Packard shares in Q2 2026, an estimated $22.4K.
  • Sound Income Strategies first reported a position in Hewlett Packard in Q2 2018 and held it in 15 quarters.
  • Sound Income Strategies's Hewlett Packard position peaked at $279K in Q4 2024.
  • 1,105 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.