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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Associates's HPE Position: Q4 2025 in Review

Pinnacle Associates sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 9,021 shares — an estimated $222K sold.

Pinnacle Associates first reported a position in HPE in Q4 2015 and held it in 3 quarters. The position peaked at $222K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

Pinnacle Associates reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
Pinnacle Associates sold 9,021 Hewlett Packard shares in Q4 2025, an estimated $222K.
Pinnacle Associates first reported a position in Hewlett Packard in Q4 2015 and held it in 3 quarters.
Pinnacle Associates's Hewlett Packard position peaked at $222K in Q3 2025.
1,112 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Pinnacle Associates's 13F filing for Q4 2025, filed 5 Feb 2026.