Capstone Investment Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.86M | Buy |
120,269
+107,359
| +832% | +$2.38M | 0.01% | 548 |
|
|
2025
Q4 | $310K | Sell |
12,910
-41,273
| -76% | -$972K | ﹤0.01% | 1330 |
|
|
2025
Q3 | $1.33M | Buy |
54,183
+20,637
| +62% | +$456K | ﹤0.01% | 906 |
|
|
2025
Q2 | $686K | Sell |
33,546
-54,849
| -62% | -$919K | ﹤0.01% | 996 |
|
|
2025
Q1 | $1.36M | Buy |
88,395
+63,115
| +250% | +$1.26M | ﹤0.01% | 788 |
|
|
2024
Q4 | $540K | Buy |
25,280
+9,283
| +58% | +$196K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $327K | Sell |
15,997
-10,099
| -39% | -$193K | ﹤0.01% | 1380 |
|
|
2024
Q2 | $552K | Buy |
26,096
+22,465
| +619% | +$414K | ﹤0.01% | 1259 |
|
|
2024
Q1 | $64.4K | Buy |
+3,631
| New | +$59K | ﹤0.01% | 2193 |
|
|
2023
Q2 | – | Sell |
-8,247
| Closed | -$126K | – | 1872 |
|
|
2023
Q1 | $131K | Sell |
8,247
-92,051
| -92% | -$1.45M | ﹤0.01% | 1336 |
|
|
2022
Q4 | $1.6M | Sell |
100,298
-108,758
| -52% | -$1.6M | 0.01% | 777 |
|
|
2022
Q3 | $2.5M | Buy |
209,056
+117,087
| +127% | +$1.59M | 0.02% | 669 |
|
|
2022
Q2 | $1.22M | Buy |
91,969
+75,416
| +456% | +$1.14M | 0.01% | 944 |
|
|
2022
Q1 | $277K | Buy |
16,553
+13,411
| +427% | +$225K | ﹤0.01% | 1604 |
|
|
2021
Q4 | $50K | Sell |
3,142
-30,165
| -91% | -$455K | ﹤0.01% | 1691 |
|
|
2021
Q3 | $475K | Sell |
33,307
-32,395
| -49% | -$468K | ﹤0.01% | 1577 |
|
|
2021
Q2 | $958K | Buy |
+65,702
| New | +$1.04M | ﹤0.01% | 1242 |
|
|
2021
Q1 | – | Sell |
-447,759
| Closed | -$6.2M | – | 1793 |
|
|
2020
Q4 | $5.31M | Buy |
447,759
+1,776
| +0.4% | +$18.6K | 0.02% | 571 |
|
|
2020
Q3 | $4.18M | Buy |
445,983
+108,228
| +32% | +$1.03M | 0.02% | 563 |
|
|
2020
Q2 | $3.29M | Sell |
337,755
-8,113
| -2% | -$79.7K | 0.02% | 546 |
|
|
2020
Q1 | $3.36M | Buy |
345,868
+303,240
| +711% | +$3.97M | 0.05% | 379 |
|
|
2019
Q4 | $676K | Buy |
42,628
+32,355
| +315% | +$517K | ﹤0.01% | 1087 |
|
|
2019
Q3 | $156K | Sell |
10,273
-67,477
| -87% | -$959K | ﹤0.01% | 1252 |
|
|
2019
Q2 | $1.16M | Buy |
77,750
+28,355
| +57% | +$430K | 0.01% | 897 |
|
|
2019
Q1 | $762K | Buy |
49,395
+25,594
| +108% | +$394K | 0.01% | 892 |
|
|
2018
Q4 | $314K | Buy |
23,801
+14,466
| +155% | +$217K | ﹤0.01% | 930 |
|
|
2018
Q3 | $152K | Buy |
+9,335
| New | +$150K | ﹤0.01% | 1064 |
|
|
2017
Q2 | – | Sell |
-774,251
| Closed | -$10.7M | – | 760 |
|
|
2017
Q1 | $10.7M | Buy |
+774,251
| New | +$10.4M | 0.27% | 67 |
|
|
2016
Q3 | – | Sell |
-74,142
| Closed | -$787K | – | 810 |
|
|
2016
Q2 | $787K | Buy |
+74,142
| New | +$755K | 0.02% | 398 |
|
Other funds holding HPE
VCM
VPM
EIM
Capstone Investment Advisors's HPE Position: Q1 2026 in Review
Capstone Investment Advisors increased its Hewlett Packard (HPE) stake by 832% in Q1 2026, buying an estimated $2.38M and bringing the position to 120,269 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #548.
Capstone Investment Advisors first reported a position in HPE in Q2 2016 and has held it in 29 quarters since. The position peaked at $10.7M in Q1 2017. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.
- Capstone Investment Advisors held 120,269 shares of Hewlett Packard worth $2.86M as of Q1 2026.
- Capstone Investment Advisors bought 107,359 Hewlett Packard shares in Q1 2026, an estimated $2.38M.
- Hewlett Packard made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #548 holding.
- Capstone Investment Advisors first reported a position in Hewlett Packard in Q2 2016 and has held it in 29 quarters since.
- Capstone Investment Advisors's Hewlett Packard position peaked at $10.7M in Q1 2017.
- 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.