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Beacon Pointe Advisors’s Hewlett Packard HPE Stock Holding History

Beacon Pointe Advisors’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 		$1.43M Buy
31,694
+1,730
+6% +$62.5K 0.01% 893
2026
Q1 		$713K Sell
29,964
-377,326
-93% -$8.36M ﹤0.01% 1136
2025
Q4 		$9.78M Sell
407,290
-8,517
-2% -$201K 0.07% 261
2025
Q3 		$10.2M Buy
415,807
+49,785
+14% +$1.1M 0.09% 219
2025
Q2 		$7.49M Buy
366,022
+24,764
+7% +$415K 0.08% 226
2025
Q1 		$5.27M Buy
341,258
+69,587
+26% +$1.39M 0.06% 288
2024
Q4 		$5.8M Buy
271,671
+33,278
+14% +$703K 0.06% 250
2024
Q3 		$4.88M Buy
238,393
+17,569
+8% +$336K 0.06% 293
2024
Q2 		$4.67M Buy
220,824
+32,146
+17% +$593K 0.06% 299
2024
Q1 		$3.35M Buy
188,678
+50,325
+36% +$817K 0.04% 382
2023
Q4 		$2.35M Buy
138,353
+106,095
+329% +$1.73M 0.03% 441
2023
Q3 		$560K Buy
32,258
+16,172
+101% +$278K 0.01% 833
2023
Q2 		$270K Sell
16,086
-7,047
-30% -$108K ﹤0.01% 910
2023
Q1 		$369K Buy
23,133
+4,934
+27% +$77.5K 0.01% 851
2022
Q4 		$290K Buy
18,199
+2,085
+13% +$30.7K 0.01% 873
2022
Q3 		$192K Buy
16,114
+183
+1% +$2.49K ﹤0.01% 932
2022
Q2 		$206K Sell
15,931
-2,627
-14% -$39.8K ﹤0.01% 961
2022
Q1 		$310K Buy
18,558
+4,515
+32% +$75.7K ﹤0.01% 972
2021
Q4 		$221K Sell
14,043
-8,110
-37% -$122K 0.01% 845
2021
Q3 		$316K Buy
22,153
+6,285
+40% +$90.8K 0.01% 691
2021
Q2 		$231K Buy
+15,868
New +$251K 0.01% 746

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

Beacon Pointe Advisors's HPE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Hewlett Packard (HPE) stake by 5.8% in Q2 2026, buying an estimated $62.5K and bringing the position to 31,694 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #893.

Beacon Pointe Advisors first reported a position in HPE in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.2M in Q3 2025. 1,444 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Beacon Pointe Advisors held 31,694 shares of Hewlett Packard worth $1.43M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,730 Hewlett Packard shares in Q2 2026, an estimated $62.5K.
  • Hewlett Packard made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #893 holding.
  • Beacon Pointe Advisors first reported a position in Hewlett Packard in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Hewlett Packard position peaked at $10.2M in Q3 2025.
  • 1,444 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.