Mutual 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 | $2.36M | Sell |
98,956
-4,905
| -5% | -$109K | 0.05% | 344 |
|
|
2025
Q4 | $2.49M | Sell |
103,861
-1,324
| -1% | -$31.2K | 0.05% | 312 |
|
|
2025
Q3 | $2.44M | Buy |
105,185
+71,683
| +214% | +$1.58M | 0.05% | 313 |
|
|
2025
Q2 | $695K | Sell |
33,502
-735
| -2% | -$12.3K | 0.02% | 643 |
|
|
2025
Q1 | $556K | Buy |
34,237
+165
| +0.5% | +$3.29K | 0.02% | 670 |
|
|
2024
Q4 | $798K | Sell |
34,072
-9,281
| -21% | -$196K | 0.02% | 555 |
|
|
2024
Q3 | $841K | Sell |
43,353
-199
| -0.5% | -$3.8K | 0.02% | 542 |
|
|
2024
Q2 | $845K | Buy |
43,552
+9,094
| +26% | +$168K | 0.03% | 539 |
|
|
2024
Q1 | $611K | Sell |
34,458
-7,643
| -18% | -$124K | 0.02% | 627 |
|
|
2023
Q4 | $715K | Buy |
42,101
+5,215
| +14% | +$85K | 0.02% | 549 |
|
|
2023
Q3 | $641K | Sell |
36,886
-175
| -0.5% | -$3.01K | 0.03% | 543 |
|
|
2023
Q2 | $623K | Sell |
37,061
-608
| -2% | -$9.3K | 0.02% | 572 |
|
|
2023
Q1 | $600K | Sell |
37,669
-3,500
| -9% | -$55K | 0.02% | 570 |
|
|
2022
Q4 | $657K | Buy |
41,169
+357
| +0.9% | +$5.26K | 0.03% | 519 |
|
|
2022
Q3 | $489K | Buy |
40,812
+196
| +0.5% | +$2.66K | 0.03% | 566 |
|
|
2022
Q2 | $539K | Buy |
40,616
+386
| +1% | +$5.85K | 0.04% | 511 |
|
|
2022
Q1 | $672K | Sell |
40,230
-4,555
| -10% | -$76.4K | 0.04% | 489 |
|
|
2021
Q4 | $706K | Buy |
44,785
+294
| +0.7% | +$4.43K | 0.04% | 487 |
|
|
2021
Q3 | $634K | Sell |
44,491
-7,073
| -14% | -$102K | 0.04% | 485 |
|
|
2021
Q2 | $752K | Buy |
51,564
+162
| +0.3% | +$2.56K | 0.04% | 428 |
|
|
2021
Q1 | $809K | Sell |
51,402
-6,363
| -11% | -$88.1K | 0.06% | 373 |
|
|
2020
Q4 | $685K | Buy |
57,765
+3,824
| +7% | +$40.1K | 0.05% | 402 |
|
|
2020
Q3 | $505K | Sell |
53,941
-16,823
| -24% | -$161K | 0.04% | 421 |
|
|
2020
Q2 | $689K | Buy |
70,764
+7,108
| +11% | +$69.8K | 0.07% | 296 |
|
|
2020
Q1 | $618K | Buy |
63,656
+19,155
| +43% | +$251K | 0.08% | 247 |
|
|
2019
Q4 | $706K | Buy |
44,501
+3,998
| +10% | +$63.9K | 0.08% | 279 |
|
|
2019
Q3 | $614K | Buy |
40,503
+3,507
| +9% | +$49.9K | 0.08% | 270 |
|
|
2019
Q2 | $553K | Buy |
36,996
+11,151
| +43% | +$169K | 0.07% | 309 |
|
|
2019
Q1 | $399K | Sell |
25,845
-1,406
| -5% | -$21.7K | 0.06% | 303 |
|
|
2018
Q4 | $360K | Buy |
27,251
+8,323
| +44% | +$125K | 0.07% | 281 |
|
|
2018
Q3 | $309K | Buy |
+18,928
| New | +$303K | 0.05% | 361 |
|
Other funds holding HPE
VCM
VPM
EIM
Mutual Advisors's HPE Position: Q1 2026 in Review
Mutual Advisors reduced its Hewlett Packard (HPE) stake by 4.7% in Q1 2026, selling an estimated $109K and leaving 98,956 shares worth $2.36M. The position accounts for 0.05% of the portfolio, ranked #344.
Mutual Advisors first reported a position in HPE in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.49M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.
- Mutual Advisors held 98,956 shares of Hewlett Packard worth $2.36M as of Q1 2026.
- Mutual Advisors sold 4,905 Hewlett Packard shares in Q1 2026, an estimated $109K.
- Hewlett Packard made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #344 holding.
- Mutual Advisors first reported a position in Hewlett Packard in Q3 2018 and has held it in 31 quarters since.
- Mutual Advisors's Hewlett Packard position peaked at $2.49M in Q4 2025.
- 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.