Avestar Capital
HPE icon

Avestar Capital’s Hewlett Packard HPE Stock Holding History

Avestar 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 		$1.11M Buy
17,298
+918
+6% +$48.6K 0.09% 208
2026
Q2 		$739K Buy
+16,380
New +$592K 0.04% 298
2025
Q4 		– Sell
-11,909
Closed -$292K – 501
2025
Q3 		$292K Sell
11,909
-4,702
-28% -$104K 0.02% 413
2025
Q2 		$342K Buy
16,611
+902
+6% +$15.1K 0.02% 372
2025
Q1 		$242K Sell
15,709
-4,231
-21% -$84.3K 0.02% 419
2024
Q4 		$426K Buy
19,940
+5,658
+40% +$119K 0.04% 317
2024
Q3 		$292K Buy
14,282
+3,294
+30% +$62.9K 0.03% 349
2024
Q2 		$233K Buy
+10,988
New +$203K 0.02% 393
2019
Q3 		– Sell
-1,889
Closed -$27K – 458
2019
Q2 		$27K Hold
1,889
– – 0.02% 356
2019
Q1 		$27K Hold
1,889
– – 0.02% 352
2018
Q4 		$23K Sell
1,889
-178
-9% -$2.67K 0.02% 327
2018
Q3 		$30K Buy
2,067
+75
+4% +$1.2K 0.02% 321
2018
Q2 		$27K Buy
1,992
+101
+5% +$1.68K 0.02% 328
2018
Q1 		$32K Sell
1,891
-39
-2% -$663 0.02% 288
2017
Q4 		$26K Buy
+1,930
New +$27.4K 0.02% 312

Other funds holding HPE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Avestar Capital's HPE Position: Q3 2026 in Review

Avestar Capital increased its Hewlett Packard (HPE) stake by 5.6% in Q3 2026, buying an estimated $48.6K and bringing the position to 17,298 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #208.

Avestar Capital first reported a position in HPE in Q4 2017 and has held it in 15 quarters since. 773 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Avestar Capital held 17,298 shares of Hewlett Packard worth $1.11M as of Q3 2026.
  • Avestar Capital bought 918 Hewlett Packard shares in Q3 2026, an estimated $48.6K.
  • Hewlett Packard made up 0.09% of Avestar Capital's portfolio in Q3 2026, its #208 holding.
  • Avestar Capital first reported a position in Hewlett Packard in Q4 2017 and has held it in 15 quarters since.
  • 773 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.