Mount Yale Investment Advisors’s Hewlett Packard HPE Stock Holding History

Mount Yale 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	$1.09M	Buy	+45,522	New	+$1.01M	0.03%	495
2025 Q3	–	Sell	-473	Closed	-$9.67K	–	1076
2025 Q2	$9.67K	Buy	+473	New	+$7.93K	﹤0.01%	1141
2025 Q1	–	Sell	-17,186	Closed	-$367K	–	557
2024 Q4	$367K	Buy	17,186 +2,512	+17%	+$53K	0.03%	398
2024 Q3	$300K	Buy	14,674 +2,029	+16%	+$38.8K	0.03%	434
2024 Q2	$268K	Buy	+12,645	New	+$233K	0.02%	461
2019 Q1	–	Sell	-11,286	Closed	-$179K	–	321
2018 Q4	$179K	Buy	11,286 +8,859	+365%	+$133K	0.04%	298
2018 Q3	$39K	Hold	2,427	–	–	0.01%	653
2018 Q2	$35K	Sell	2,427 -1,100	-31%	-$18.2K	0.01%	699
2018 Q1	$62K	Buy	+3,527	New	+$59.9K	0.01%	576

Other funds holding HPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mount Yale Investment Advisors's HPE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Hewlett Packard (HPE) in Q1 2026: 45,522 shares worth $1.09M. The stake represents 0.03% of the portfolio and ranks #495 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HPE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HPE in Q1 2018 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Mount Yale Investment Advisors held 45,522 shares of Hewlett Packard worth $1.09M as of Q1 2026.
Hewlett Packard was a new Mount Yale Investment Advisors position in Q1 2026.
Hewlett Packard made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #495 holding.
Mount Yale Investment Advisors first reported a position in Hewlett Packard in Q1 2018 and has held it in 9 quarters since.
1,115 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.