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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Beacon Pointe Advisors's HPE Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Hewlett Packard (HPE) stake by 93% in Q1 2026, selling an estimated $8.36M and leaving 29,964 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Beacon Pointe Advisors first reported a position in HPE in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Beacon Pointe Advisors held 29,964 shares of Hewlett Packard worth $713K as of Q1 2026.
  • Beacon Pointe Advisors sold 377,326 Hewlett Packard shares in Q1 2026, an estimated $8.36M.
  • Hewlett Packard made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1136 holding.
  • Beacon Pointe Advisors first reported a position in Hewlett Packard in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Hewlett Packard position peaked at $10.2M in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.