B
HPE icon

Bailard’s Hewlett Packard HPE Stock Holding History

Bailard’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
Q1 		– Sell
-37,814
Closed -$908K – 779
2025
Q4 		$908K Buy
37,814
+5,195
+16% +$122K 0.02% 334
2025
Q3 		$801K Sell
32,619
-8,579
-21% -$190K 0.02% 377
2025
Q2 		$842K Buy
41,198
+1,088
+3% +$18.2K 0.02% 352
2025
Q1 		$619K Buy
40,110
+2,817
+8% +$56.1K 0.02% 414
2024
Q4 		$796K Buy
37,293
+1,203
+3% +$25.4K 0.02% 336
2024
Q3 		$738K Buy
36,090
+741
+2% +$14.2K 0.02% 377
2024
Q2 		$748K Buy
35,349
+580
+2% +$10.7K 0.02% 350
2024
Q1 		$616K Sell
34,769
-59
-0.2% -$958 0.02% 420
2023
Q4 		$591K Buy
34,828
+4,306
+14% +$70.2K 0.02% 422
2023
Q3 		$530K Buy
30,522
+6,443
+27% +$111K 0.02% 405
2023
Q2 		$405K Buy
24,079
+485
+2% +$7.42K 0.01% 445
2023
Q1 		$376K Buy
23,594
+94
+0.4% +$1.48K 0.01% 449
2022
Q4 		$375K Sell
23,500
-643
-3% -$9.48K 0.01% 460
2022
Q3 		$289K Buy
24,143
+521
+2% +$7.08K 0.01% 470
2022
Q2 		$313K Sell
23,622
-12
-0.1% -$182 0.01% 475
2022
Q1 		$395K Buy
23,634
+7,594
+47% +$127K 0.01% 458
2021
Q4 		$253K Buy
16,040
+1,483
+10% +$22.4K 0.01% 595
2021
Q3 		$207K Hold
14,557
– – 0.01% 674
2021
Q2 		$212K Buy
+14,557
New +$230K 0.01% 661
2016
Q2 		– Sell
-26,703
Closed -$275K – 314
2016
Q1 		$275K Buy
+26,703
New +$224K 0.04% 205

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Bailard's HPE Position: Q1 2026 in Review

Bailard sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 37,814 shares — an estimated $908K sold.

Bailard first reported a position in HPE in Q1 2016 and held it in 20 quarters. The position peaked at $908K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Bailard reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 37,814 Hewlett Packard shares in Q1 2026, an estimated $908K.
  • Bailard first reported a position in Hewlett Packard in Q1 2016 and held it in 20 quarters.
  • Bailard's Hewlett Packard position peaked at $908K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.