Toth Financial Advisory’s Hewlett Packard HPE Stock Holding History

Toth Financial Advisory’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	$893K	Buy	+13,980	New	+$740K	0.09%	145
2026 Q1	–	Sell	-94	Closed	-$2.26K	–	975
2025 Q4	$2.26K	Buy	+94	New	+$2.21K	﹤0.01%	704
2023 Q2	–	Sell	-110	Closed	-$1.75K	–	823
2023 Q1	$1.75K	Buy	+110	New	+$1.73K	﹤0.01%	677
2019 Q3	–	Sell	-105	Closed	-$2K	–	487
2019 Q2	$2K	Buy	105 +1	+1%	+$15	﹤0.01%	416
2019 Q1	$2K	Buy	104 +1	+1%	+$15	﹤0.01%	389
2018 Q4	$1K	Hold	103	–	–	﹤0.01%	391
2018 Q3	$2K	Buy	103 +1	+1%	+$16	﹤0.01%	393
2018 Q2	$1K	Buy	102 +1	+1%	+$17	﹤0.01%	416
2018 Q1	$2K	Hold	101	–	–	﹤0.01%	391
2017 Q4	$1K	Buy	+101	New	+$1.44K	﹤0.01%	416

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

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

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

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

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Toth Financial Advisory's HPE Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Hewlett Packard (HPE) in Q3 2026: 13,980 shares worth $893K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in HPE as recently as Q4 2025.

Toth Financial Advisory first reported a position in HPE in Q4 2017 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Toth Financial Advisory held 13,980 shares of Hewlett Packard worth $893K as of Q3 2026.
Hewlett Packard was a new Toth Financial Advisory position in Q3 2026.
Hewlett Packard made up 0.09% of Toth Financial Advisory's portfolio in Q3 2026, its #145 holding.
Toth Financial Advisory first reported a position in Hewlett Packard in Q4 2017 and has held it in 10 quarters since.
63 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.