Position in HPE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$440,679
+$94,244 QoQ
Shares Held
9,769
-32.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#863
of 1,428 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,043,789 across 6 Communication Equipment names. HPE ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
17,765 | $2,086,676 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
1,286 | $534,062 | |
| 3 | NOK |
Nokia Corp
|
38,101 | $505,981 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
This page
|
9,769 | $440,679 | |
| 5 | ERIC |
Ericsson Lm Telephone Co
|
24,718 | $275,605 | |
| 6 | LITE |
Lumentum Holdings Inc.
|
234 | $200,786 |
All Filings in HPE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,679 | 9,769 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $346,435 | 14,550 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $310,002 | 12,906 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $269,791 | 10,985 | Shares | Defined | 2025-11-10 | |
| 2022-03-31 | $260,358 | 15,581 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $195,074 | 12,370 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $175,688 | 12,329 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $148,949 | 10,216 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $163,444 | 10,384 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||