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Capital Investment Advisors’s Hewlett Packard HPE Stock Holding History

Capital Investment 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 		$324K Buy
+7,179
New +$259K ﹤0.01% 626
2024
Q2 		– Sell
-10,085
Closed -$179K – 659
2024
Q1 		$179K Buy
+10,085
New +$164K ﹤0.01% 589
2023
Q2 		– Sell
-10,578
Closed -$169K – 562
2023
Q1 		$169K Sell
10,578
-199
-2% -$3.13K 0.01% 534
2022
Q4 		$172K Sell
10,777
-2,239
-17% -$33K 0.01% 547
2022
Q3 		$156K Buy
13,016
+2,897
+29% +$39.4K 0.01% 515
2022
Q2 		$134K Sell
10,119
-148
-1% -$2.24K ﹤0.01% 545
2022
Q1 		$172K Buy
10,267
+3
+0% +$50 0.01% 562
2021
Q4 		$162K Buy
+10,264
New +$155K ﹤0.01% 574
2021
Q1 		– Sell
-11,682
Closed -$138K – 560
2020
Q4 		$138K Sell
11,682
-1,336
-10% -$14K 0.01% 510
2020
Q3 		$122K Sell
13,018
-453
-3% -$4.33K 0.01% 496
2020
Q2 		$131K Buy
13,471
+303
+2% +$2.98K 0.01% 480
2020
Q1 		$128K Hold
13,168
– – 0.01% 447
2019
Q4 		$209K Sell
13,168
-650
-5% -$10.4K 0.01% 478
2019
Q3 		$210K Sell
13,818
-100
-0.7% -$1.42K 0.01% 463
2019
Q2 		$208K Buy
13,918
+30
+0.2% +$455 0.01% 457
2019
Q1 		$214K Sell
13,888
-306
-2% -$4.71K 0.01% 443
2018
Q4 		$188K Sell
14,194
-53
-0.4% -$794 0.01% 441
2018
Q3 		$232K Hold
14,247
– – 0.01% 436
2018
Q2 		$208K Buy
14,247
+95
+0.7% +$1.57K 0.01% 448
2018
Q1 		$248K Buy
14,152
+527
+4% +$8.95K 0.02% 417
2017
Q4 		$196K Sell
13,625
-245
-2% -$3.48K 0.01% 449
2017
Q3 		$204K Sell
13,870
-8,963
-39% -$122K 0.01% 432
2017
Q2 		$294K Sell
22,833
-6,934
-23% -$96.5K 0.02% 377
2017
Q1 		$410K Buy
+29,767
New +$400K 0.03% 310

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 $3.38T AUM 44.17% 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

Capital Investment Advisors's HPE Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Hewlett Packard (HPE) in Q2 2026: 7,179 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in HPE as recently as Q1 2024.

Capital Investment Advisors first reported a position in HPE in Q1 2017 and has held it in 24 quarters since. The position peaked at $410K in Q1 2017. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Capital Investment Advisors held 7,179 shares of Hewlett Packard worth $324K as of Q2 2026.
  • Hewlett Packard was a new Capital Investment Advisors position in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #626 holding.
  • Capital Investment Advisors first reported a position in Hewlett Packard in Q1 2017 and has held it in 24 quarters since.
  • Capital Investment Advisors's Hewlett Packard position peaked at $410K in Q1 2017.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.