Cape Investment Advisory’s Hewlett Packard HPE Stock Holding History

Cape Investment Advisory’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	$123K	Buy	+2,723	New	+$98.3K	0.03%	308
2026 Q1	–	Sell	-1,312	Closed	-$31.5K	–	626
2025 Q4	$31.5K	Buy	1,312 +686	+110%	+$16.2K	0.01%	515
2025 Q3	$15.4K	Buy	626 +391	+166%	+$8.64K	0.02%	347
2025 Q2	$4.81K	Buy	235 +11	+5%	+$184	﹤0.01%	765
2025 Q1	$3.46K	Hold	224	–	–	﹤0.01%	826
2024 Q4	$4.78K	Buy	224 +5	+2%	+$106	﹤0.01%	755
2024 Q3	$4.48K	Hold	219	–	–	﹤0.01%	728
2024 Q2	$4.64K	Hold	219	–	–	﹤0.01%	676
2024 Q1	$3.88K	Hold	219	–	–	﹤0.01%	686
2023 Q4	$3.72K	Hold	219	–	–	﹤0.01%	825
2023 Q3	$3.8K	Hold	219	–	–	﹤0.01%	709
2023 Q2	$3.68K	Buy	+219	New	+$3.35K	﹤0.01%	704

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Cape Investment Advisory's HPE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Hewlett Packard (HPE) in Q2 2026: 2,723 shares worth $123K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HPE as recently as Q4 2025.

Cape Investment Advisory first reported a position in HPE in Q2 2023 and has held it in 12 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Cape Investment Advisory held 2,723 shares of Hewlett Packard worth $123K as of Q2 2026.
Hewlett Packard was a new Cape Investment Advisory position in Q2 2026.
Hewlett Packard made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #308 holding.
Cape Investment Advisory first reported a position in Hewlett Packard in Q2 2023 and has held it in 12 quarters since.
1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.