Apella Capital
HPE icon

Apella Capital’s Hewlett Packard HPE Stock Holding History

Apella Capital’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 		$1.5M Buy
20,771
+512
+3% +$27.1K 0.02% 321
2026
Q2 		$881K Buy
20,259
+330
+2% +$11.9K 0.01% 389
2026
Q1 		$527K Buy
19,929
+3,817
+24% +$84.6K 0.01% 456
2025
Q4 		$387K Buy
+16,112
New +$380K 0.01% 402

Other funds holding HPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Apella Capital's HPE Position: Q3 2026 in Review

Apella Capital increased its Hewlett Packard (HPE) stake by 2.5% in Q3 2026, buying an estimated $27.1K and bringing the position to 20,771 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #321.

Apella Capital first reported a position in HPE in Q4 2025 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Apella Capital held 20,771 shares of Hewlett Packard worth $1.5M as of Q3 2026.
  • Apella Capital bought 512 Hewlett Packard shares in Q3 2026, an estimated $27.1K.
  • Hewlett Packard made up 0.02% of Apella Capital's portfolio in Q3 2026, its #321 holding.
  • Apella Capital first reported a position in Hewlett Packard in Q4 2025 and has held it in 4 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.