Pinnacle Associates
HPE icon

Pinnacle Associates’s Hewlett Packard HPE Stock Holding History

Pinnacle Associates’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
Q3 		$753K Buy
11,787
+3,703
+46% +$196K 0.01% 588
2026
Q2 		$365K Buy
+8,084
New +$292K ﹤0.01% 765
2025
Q4 		– Sell
-9,021
Closed -$222K – 939
2025
Q3 		$222K Sell
9,021
-769
-8% -$17K ﹤0.01% 818
2025
Q2 		$200K Buy
+9,790
New +$164K ﹤0.01% 818
2016
Q1 		– Sell
-21,870
Closed -$193K – 630
2015
Q4 		$193K Buy
+21,870
New +$183K ﹤0.01% 605

Other funds holding HPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

Pinnacle Associates's HPE Position: Q3 2026 in Review

Pinnacle Associates increased its Hewlett Packard (HPE) stake by 46% in Q3 2026, buying an estimated $196K and bringing the position to 11,787 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #588.

Pinnacle Associates first reported a position in HPE in Q4 2015 and has held it in 5 quarters since. 1,008 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Pinnacle Associates held 11,787 shares of Hewlett Packard worth $753K as of Q3 2026.
  • Pinnacle Associates bought 3,703 Hewlett Packard shares in Q3 2026, an estimated $196K.
  • Hewlett Packard made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #588 holding.
  • Pinnacle Associates first reported a position in Hewlett Packard in Q4 2015 and has held it in 5 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.