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USA Financial Formulas’s Hewlett Packard HPE Stock Holding History

USA Financial Formulas’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 		$542K Buy
+12,025
New +$434K 0.1% 82
2026
Q1 		– Sell
-14,460
Closed -$347K – 479
2025
Q4 		$347K Buy
+14,460
New +$341K 0.06% 92
2025
Q2 		– Sell
-36,539
Closed -$564K – 296
2025
Q1 		$564K Buy
36,539
+7,656
+27% +$152K 0.09% 83
2024
Q4 		$617K Buy
+28,883
New +$610K 0.1% 87
2024
Q3 		– Sell
-179
Closed -$3.79K – 313
2024
Q2 		$3.79K Hold
179
– – ﹤0.01% 281
2024
Q1 		$3.17K Buy
179
+22
+14% +$357 ﹤0.01% 280
2023
Q4 		$2.67K Buy
157
+9
+6% +$147 ﹤0.01% 282
2023
Q3 		$2.57K Hold
148
– – ﹤0.01% 313
2023
Q2 		$2.49K Hold
148
– – ﹤0.01% 283
2023
Q1 		$2.36K Buy
+148
New +$2.33K ﹤0.01% 208
2022
Q3 		– Sell
-6,711
Closed -$89K – 352
2022
Q2 		$89K Buy
+6,711
New +$102K 0.11% 100
2022
Q1 		– Sell
-94
Closed -$1K – 407
2021
Q4 		$1K Sell
94
-67
-42% -$1.01K ﹤0.01% 321
2021
Q3 		$2K Buy
161
+3
+2% +$43 ﹤0.01% 319
2021
Q2 		$2K Buy
158
+64
+68% +$1.01K ﹤0.01% 310
2021
Q1 		$1K Hold
94
– – ﹤0.01% 306
2020
Q4 		$1K Sell
94
-59
-39% -$619 ﹤0.01% 281
2020
Q3 		$1K Hold
153
– – ﹤0.01% 265
2020
Q2 		$1K Buy
+153
New +$1.5K ﹤0.01% 171
2018
Q3 		– Sell
-21,016
Closed -$369K – 325
2018
Q2 		$369K Sell
21,016
-165
-0.8% -$2.74K 0.09% 204
2018
Q1 		$372K Buy
+21,181
New +$360K 0.09% 204

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

USA Financial Formulas's HPE Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Hewlett Packard (HPE) in Q2 2026: 12,025 shares worth $542K. The stake represents 0.1% of the portfolio and ranks #82 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in HPE as recently as Q4 2025.

USA Financial Formulas first reported a position in HPE in Q1 2018 and has held it in 20 quarters since. The position peaked at $617K in Q4 2024. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • USA Financial Formulas held 12,025 shares of Hewlett Packard worth $542K as of Q2 2026.
  • Hewlett Packard was a new USA Financial Formulas position in Q2 2026.
  • Hewlett Packard made up 0.1% of USA Financial Formulas's portfolio in Q2 2026, its #82 holding.
  • USA Financial Formulas first reported a position in Hewlett Packard in Q1 2018 and has held it in 20 quarters since.
  • USA Financial Formulas's Hewlett Packard position peaked at $617K in Q4 2024.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.