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Dana Investment Advisors’s Hewlett Packard HPE Stock Holding History

Dana 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
Q1 		– Sell
-152,102
Closed -$3.65M – 568
2025
Q4 		$3.65M Sell
152,102
-1,085
-0.7% -$25.6K 0.11% 214
2025
Q3 		$3.76M Sell
153,187
-5,373
-3% -$119K 0.11% 204
2025
Q2 		$3.24M Sell
158,560
-4,618
-3% -$77.4K 0.11% 214
2025
Q1 		$2.52M Sell
163,178
-70,176
-30% -$1.4M 0.09% 244
2024
Q4 		$4.98M Sell
233,354
-20,855
-8% -$440K 0.16% 164
2024
Q3 		$5.2M Sell
254,209
-5,927
-2% -$113K 0.17% 162
2024
Q2 		$5.51M Sell
260,136
-3,698
-1% -$68.2K 0.19% 154
2024
Q1 		$4.68M Buy
263,834
+181,116
+219% +$2.94M 0.16% 175
2023
Q4 		$1.4M Sell
82,718
-6,544
-7% -$107K 0.07% 211
2023
Q3 		$1.55M Buy
89,262
+17,455
+24% +$300K 0.08% 176
2023
Q2 		$1.21M Buy
71,807
+8,629
+14% +$132K 0.06% 222
2023
Q1 		$1.01M Buy
63,178
+5,520
+10% +$86.7K 0.05% 229
2022
Q4 		$920K Buy
57,658
+2,118
+4% +$31.2K 0.05% 239
2022
Q3 		$665K Buy
55,540
+2,220
+4% +$30.2K 0.04% 268
2022
Q2 		$707K Buy
53,320
+13,511
+34% +$205K 0.04% 272
2022
Q1 		$665K Buy
39,809
+2,112
+6% +$35.4K 0.03% 247
2021
Q4 		$594K Buy
37,697
+1,667
+5% +$25.1K 0.03% 251
2021
Q3 		$513K Sell
36,030
-113,341
-76% -$1.64M 0.02% 246
2021
Q2 		$2.18M Buy
149,371
+3,594
+2% +$56.8K 0.1% 125
2021
Q1 		$2.29M Buy
145,777
+131,492
+920% +$1.82M 0.11% 122
2020
Q4 		$169K Buy
+14,285
New +$150K 0.01% 293
2020
Q2 		– Sell
-10,833
Closed -$105K – 273
2020
Q1 		$105K Sell
10,833
-5,642
-34% -$73.9K 0.01% 265
2019
Q4 		$261K Buy
16,475
+91
+0.6% +$1.45K 0.01% 269
2019
Q3 		$249K Sell
16,384
-901
-5% -$12.8K 0.01% 246
2019
Q2 		$258K Buy
17,285
+4,677
+37% +$70.9K 0.01% 262
2019
Q1 		$195K Buy
+12,608
New +$194K 0.01% 274

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

Dana Investment Advisors's HPE Position: Q1 2026 in Review

Dana Investment Advisors sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 152,102 shares — an estimated $3.65M sold.

Dana Investment Advisors first reported a position in HPE in Q1 2019 and held it in 26 quarters. The position peaked at $5.51M in Q2 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Dana Investment Advisors reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 152,102 Hewlett Packard shares in Q1 2026, an estimated $3.65M.
  • Dana Investment Advisors first reported a position in Hewlett Packard in Q1 2019 and held it in 26 quarters.
  • Dana Investment Advisors's Hewlett Packard position peaked at $5.51M in Q2 2024.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.