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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Associates's HPE Position: Q2 2026 in Review

Pinnacle Associates opened a new position in Hewlett Packard (HPE) in Q2 2026: 8,084 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in HPE as recently as Q3 2025.

Pinnacle Associates first reported a position in HPE in Q4 2015 and has held it in 4 quarters since. 1,447 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Pinnacle Associates held 8,084 shares of Hewlett Packard worth $365K as of Q2 2026.
  • Hewlett Packard was a new Pinnacle Associates position in Q2 2026.
  • Hewlett Packard made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #765 holding.
  • Pinnacle Associates first reported a position in Hewlett Packard in Q4 2015 and has held it in 4 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.