FCH
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Freestone Capital Holdings’s Hewlett Packard HPE Stock Holding History

Freestone Capital Holdings’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 		$1.15M Sell
48,100
-3,578
-7% -$79.3K 0.03% 222
2025
Q4 		$1.24M Sell
51,678
-73,783
-59% -$1.74M 0.04% 221
2025
Q3 		$3.08M Buy
125,461
+2,132
+2% +$47.1K 0.09% 140
2025
Q2 		$2.52M Buy
123,329
+96,934
+367% +$1.62M 0.09% 152
2025
Q1 		$407K Buy
26,395
+14,779
+127% +$294K 0.02% 310
2024
Q4 		$248K Sell
11,616
-86
-0.7% -$1.81K 0.01% 380
2024
Q3 		$239K Hold
11,702
– – 0.01% 388
2024
Q2 		$248K Sell
11,702
-127
-1% -$2.34K 0.01% 410
2024
Q1 		$210K Sell
11,829
-532
-4% -$8.64K 0.01% 413
2023
Q4 		$210K Buy
12,361
+60
+0.5% +$978 0.01% 370
2023
Q3 		$214K Sell
12,301
-410
-3% -$7.05K 0.01% 334
2023
Q2 		$214K Sell
12,711
-251
-2% -$3.84K 0.01% 349
2023
Q1 		$206K Sell
12,962
-682
-5% -$10.7K 0.01% 332
2022
Q4 		$218K Sell
13,644
-2,102
-13% -$31K 0.01% 331
2022
Q3 		$189K Sell
15,746
-11,789
-43% -$160K 0.01% 350
2022
Q2 		$365K Sell
27,535
-8,610
-24% -$131K 0.01% 314
2022
Q1 		$604K Sell
36,145
-2,171
-6% -$36.4K 0.02% 309
2021
Q4 		$604K Buy
38,316
+2,419
+7% +$36.5K 0.03% 290
2021
Q3 		$512K Buy
35,897
+7,328
+26% +$106K 0.03% 278
2021
Q2 		$417K Buy
28,569
+362
+1% +$5.72K 0.02% 291
2021
Q1 		$444K Buy
28,207
+3,295
+13% +$45.6K 0.02% 280
2020
Q4 		$295K Buy
24,912
+2,438
+11% +$25.6K 0.02% 291
2020
Q3 		$211K Buy
22,474
+4,624
+26% +$44.2K 0.01% 309
2020
Q2 		$174 Buy
17,850
+3,192
+22% +$31.3K ﹤0.01% 335
2020
Q1 		$142 Sell
14,658
-6,052
-29% -$79.3K ﹤0.01% 355
2019
Q4 		$328 Sell
20,710
-266
-1% -$4.25K 0.01% 343
2019
Q3 		$318 Sell
20,976
-808
-4% -$11.5K 0.01% 335
2019
Q2 		$326 Sell
21,784
-15,096
-41% -$229K 0.01% 316
2019
Q1 		$569K Sell
36,880
-26,030
-41% -$401K 0.03% 271
2018
Q4 		$831K Sell
62,910
-26,565
-30% -$398K 0.06% 227
2018
Q3 		$1.46M Sell
89,475
-943,148
-91% -$15.1M 0.01% 185
2018
Q2 		$15.1M Sell
1,032,623
-3,944
-0.4% -$65.4K 0.09% 41
2018
Q1 		$18.2M Buy
1,036,567
+90,896
+10% +$1.54M 1.06% 28
2017
Q4 		$13.6M Buy
945,671
+32,749
+4% +$465K 0.94% 32
2017
Q3 		$13.4M Buy
912,922
+817,965
+861% +$11.2M 0.96% 34
2017
Q2 		$1.22M Sell
94,957
-15,782
-14% -$220K 0.1% 173
2017
Q1 		$1.52M Buy
110,739
+2,125
+2% +$28.6K 0.12% 156
2016
Q4 		$1.46M Sell
108,614
-2,768
-2% -$37K 0.13% 156
2016
Q3 		$1.47M Buy
111,382
+470
+0.4% +$5.8K 0.13% 143
2016
Q2 		$1.18M Sell
110,912
-18,092
-14% -$184K 0.12% 154
2016
Q1 		$1.33M Sell
129,004
-2,068
-2% -$17.3K 0.14% 135
2015
Q4 		$1.16M Buy
+131,072
New +$1.1M 0.12% 146

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

Freestone Capital Holdings's HPE Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Hewlett Packard (HPE) stake by 6.9% in Q1 2026, selling an estimated $79.3K and leaving 48,100 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #222.

Freestone Capital Holdings first reported a position in HPE in Q4 2015 and has held it in 42 quarters since. The position peaked at $18.2M in Q1 2018. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Freestone Capital Holdings held 48,100 shares of Hewlett Packard worth $1.15M as of Q1 2026.
  • Freestone Capital Holdings sold 3,578 Hewlett Packard shares in Q1 2026, an estimated $79.3K.
  • Hewlett Packard made up 0.03% of Freestone Capital Holdings's portfolio in Q1 2026, its #222 holding.
  • Freestone Capital Holdings first reported a position in Hewlett Packard in Q4 2015 and has held it in 42 quarters since.
  • Freestone Capital Holdings's Hewlett Packard position peaked at $18.2M in Q1 2018.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.