SP
HPE icon

Successful Portfolios’s Hewlett Packard HPE Stock Holding History

Successful Portfolios’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 		$626K Hold
9,127
– – 0.29% 69
2026
Q2 		$445K Sell
9,127
-1,030
-10% -$37.2K 0.21% 100
2026
Q1 		$236K Buy
+10,157
New +$225K 0.13% 158

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Successful Portfolios's HPE Position: Q3 2026 in Review

Successful Portfolios held its Hewlett Packard (HPE) position steady in Q3 2026 at 9,127 shares worth $626K. The position accounts for 0.29% of the portfolio, ranked #69.

Successful Portfolios first reported a position in HPE in Q1 2026 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Successful Portfolios held 9,127 shares of Hewlett Packard worth $626K as of Q3 2026.
  • Successful Portfolios left its Hewlett Packard share count unchanged in Q3 2026.
  • Hewlett Packard made up 0.29% of Successful Portfolios's portfolio in Q3 2026, its #69 holding.
  • Successful Portfolios first reported a position in Hewlett Packard in Q1 2026 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.