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Strategic Financial Planning’s Hewlett Packard HPE Stock Holding History

Strategic Financial Planning’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
-19,343
Closed -$1.62M – 61
2026
Q1 		$1.62M Buy
+19,343
New +$429K 0.95% 22

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

Strategic Financial Planning's HPE Position: Q2 2026 in Review

Strategic Financial Planning sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 19,343 shares — an estimated $1.62M sold.

Strategic Financial Planning first reported a position in HPE in Q1 2026 and held it in 1 quarter. The position peaked at $1.62M in Q1 2026. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Strategic Financial Planning reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 19,343 Hewlett Packard shares in Q2 2026, an estimated $1.62M.
  • Strategic Financial Planning first reported a position in Hewlett Packard in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Hewlett Packard position peaked at $1.62M in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.