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Capital Analysts LLC’s Hewlett Packard HPE Stock Holding History

Capital Analysts LLC’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 		$24K Sell
1,014
-376
-27% -$8.33K ﹤0.01% 1088
2025
Q4 		$34K Sell
1,390
-69
-5% -$1.63K ﹤0.01% 1001
2025
Q3 		$36K Hold
1,459
– – ﹤0.01% 947
2025
Q2 		$30K Sell
1,459
-119
-8% -$2K ﹤0.01% 916
2025
Q1 		$24K Hold
1,578
– – ﹤0.01% 948
2024
Q4 		$34K Sell
1,578
-124
-7% -$2.62K ﹤0.01% 829
2024
Q3 		$35K Buy
1,702
+1,338
+368% +$25.6K ﹤0.01% 799
2024
Q2 		$8K Buy
+364
New +$6.71K ﹤0.01% 989
2023
Q4 		– Sell
-187
Closed -$3K – 1153
2023
Q3 		$3K Buy
+187
New +$3.22K ﹤0.01% 1023
2021
Q2 		– Sell
-32
Closed -$1K – 1004
2021
Q1 		$1K Sell
32
-101
-76% -$1.4K ﹤0.01% 1015
2020
Q4 		$2K Buy
133
+2
+2% +$21 ﹤0.01% 688
2020
Q3 		$1K Buy
131
+2
+2% +$19 ﹤0.01% 732
2020
Q2 		$1K Buy
129
+2
+2% +$20 ﹤0.01% 682
2020
Q1 		$1K Hold
127
– – ﹤0.01% 660
2019
Q4 		$2K Buy
127
+1
+0.8% +$16 ﹤0.01% 669
2019
Q3 		$1K Buy
+126
New +$1.79K ﹤0.01% 671
2016
Q4 		– Sell
-53
Closed -$705 – 366
2016
Q3 		$705 Buy
+53
New +$654 ﹤0.01% 372
2016
Q2 		– Sell
-53
Closed -$549 – 352
2016
Q1 		$549 Buy
+53
New +$444 ﹤0.01% 383

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

Capital Analysts LLC's HPE Position: Q1 2026 in Review

Capital Analysts LLC reduced its Hewlett Packard (HPE) stake by 27% in Q1 2026, selling an estimated $8.33K and leaving 1,014 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Capital Analysts LLC first reported a position in HPE in Q1 2016 and has held it in 18 quarters since. The position peaked at $36K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Capital Analysts LLC held 1,014 shares of Hewlett Packard worth $24K as of Q1 2026.
  • Capital Analysts LLC sold 376 Hewlett Packard shares in Q1 2026, an estimated $8.33K.
  • Hewlett Packard made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1088 holding.
  • Capital Analysts LLC first reported a position in Hewlett Packard in Q1 2016 and has held it in 18 quarters since.
  • Capital Analysts LLC's Hewlett Packard position peaked at $36K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.