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 Q2	$1.99M	Sell	43,906 -1,616	-4%	-$58.4K	0.04%	413
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's HPE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Hewlett Packard (HPE) stake by 3.5% in Q2 2026, selling an estimated $58.4K and leaving 43,906 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #413.

Mount Yale Investment Advisors first reported a position in HPE in Q1 2018 and has held it in 10 quarters since. 1,449 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Mount Yale Investment Advisors held 43,906 shares of Hewlett Packard worth $1.99M as of Q2 2026.
Mount Yale Investment Advisors sold 1,616 Hewlett Packard shares in Q2 2026, an estimated $58.4K.
Hewlett Packard made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #413 holding.
Mount Yale Investment Advisors first reported a position in Hewlett Packard in Q1 2018 and has held it in 10 quarters since.
1,449 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.