United Capital Financial 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
Q2 | $2.09M | Buy |
46,269
+3,200
| +7% | +$116K | 0.01% | 572 |
|
|
2026
Q1 | $1.03M | Buy |
43,069
+6,623
| +18% | +$147K | 0.01% | 746 |
|
|
2025
Q4 | $875K | Buy |
36,446
+4,919
| +16% | +$116K | 0.01% | 784 |
|
|
2025
Q3 | $774K | Buy |
31,527
+3,919
| +14% | +$86.7K | 0.01% | 725 |
|
|
2025
Q2 | $565K | Sell |
27,608
-466
| -2% | -$7.81K | ﹤0.01% | 751 |
|
|
2025
Q1 | $433K | Sell |
28,074
-2,627
| -9% | -$52.3K | ﹤0.01% | 790 |
|
|
2024
Q4 | $655K | Sell |
30,701
-5,502
| -15% | -$116K | 0.01% | 659 |
|
|
2024
Q3 | $741K | Buy |
36,203
+1,189
| +3% | +$22.7K | 0.01% | 616 |
|
|
2024
Q2 | $741K | Buy |
35,014
+766
| +2% | +$14.1K | 0.01% | 605 |
|
|
2024
Q1 | $607K | Sell |
34,248
-7,297
| -18% | -$118K | 0.01% | 686 |
|
|
2023
Q4 | $705K | Buy |
41,545
+28,611
| +221% | +$466K | 0.01% | 641 |
|
|
2023
Q3 | $225K | Buy |
12,934
+2,906
| +29% | +$50K | ﹤0.01% | 778 |
|
|
2023
Q2 | $168K | Sell |
10,028
-1,842
| -16% | -$28.2K | ﹤0.01% | 866 |
|
|
2023
Q1 | $189K | Sell |
11,870
-1,867
| -14% | -$29.3K | ﹤0.01% | 931 |
|
|
2022
Q4 | $219K | Sell |
13,737
-1,360
| -9% | -$20K | ﹤0.01% | 958 |
|
|
2022
Q3 | $181K | Sell |
15,097
-13,786
| -48% | -$187K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $383K | Buy |
28,883
+6,244
| +28% | +$94.7K | ﹤0.01% | 871 |
|
|
2022
Q1 | $378K | Sell |
22,639
-27,818
| -55% | -$466K | ﹤0.01% | 922 |
|
|
2021
Q4 | $796K | Buy |
50,457
+2,700
| +6% | +$40.7K | ﹤0.01% | 737 |
|
|
2021
Q3 | $681K | Sell |
47,757
-6,592
| -12% | -$95.2K | ﹤0.01% | 781 |
|
|
2021
Q2 | $792K | Sell |
54,349
-798
| -1% | -$12.6K | ﹤0.01% | 756 |
|
|
2021
Q1 | $868K | Sell |
55,147
-127
| -0.2% | -$1.76K | ﹤0.01% | 705 |
|
|
2020
Q4 | $655K | Sell |
55,274
-3,304
| -6% | -$34.7K | ﹤0.01% | 781 |
|
|
2020
Q3 | $549K | Sell |
58,578
-1,379
| -2% | -$13.2K | ﹤0.01% | 809 |
|
|
2020
Q2 | $583K | Sell |
59,957
-277
| -0.5% | -$2.72K | ﹤0.01% | 814 |
|
|
2020
Q1 | $585K | Sell |
60,234
-7,304
| -11% | -$95.7K | ﹤0.01% | 769 |
|
|
2019
Q4 | $1.07M | Buy |
67,538
+5,382
| +9% | +$86K | 0.01% | 751 |
|
|
2019
Q3 | $943K | Sell |
62,156
-10,256
| -14% | -$146K | 0.01% | 768 |
|
|
2019
Q2 | $1.08M | Sell |
72,412
-2,004
| -3% | -$30.4K | 0.01% | 786 |
|
|
2019
Q1 | $1.15M | Sell |
74,416
-9,118
| -11% | -$141K | 0.01% | 740 |
|
|
2018
Q4 | $1.1M | Buy |
83,534
+2,365
| +3% | +$35.4K | 0.01% | 690 |
|
|
2018
Q3 | $1.32M | Buy |
81,169
+434
| +0.5% | +$6.95K | 0.01% | 701 |
|
|
2018
Q2 | $1.18M | Sell |
80,735
-3,633
| -4% | -$60.2K | 0.01% | 725 |
|
|
2018
Q1 | $1.48M | Sell |
84,368
-12,976
| -13% | -$220K | 0.01% | 669 |
|
|
2017
Q4 | $1.42M | Buy |
97,344
+7,502
| +8% | +$107K | 0.01% | 699 |
|
|
2017
Q3 | $1.32M | Sell |
89,842
-19,191
| -18% | -$262K | 0.01% | 698 |
|
|
2017
Q2 | $1.4M | Sell |
109,033
-39,019
| -26% | -$543K | 0.01% | 669 |
|
|
2017
Q1 | $2.04M | Buy |
148,052
+3,625
| +3% | +$48.7K | 0.02% | 562 |
|
|
2016
Q4 | $1.94M | Buy |
144,427
+5,282
| +4% | +$70.6K | 0.02% | 571 |
|
|
2016
Q3 | $1.84M | Buy |
139,145
+13,606
| +11% | +$168K | 0.02% | 607 |
|
|
2016
Q2 | $1.31M | Buy |
125,539
+13,746
| +12% | +$140K | 0.01% | 655 |
|
|
2016
Q1 | $1.15M | Sell |
111,793
-30,657
| -22% | -$257K | 0.01% | 666 |
|
|
2015
Q4 | $1.26M | Buy |
+142,450
| New | +$1.19M | 0.01% | 642 |
|
Other funds holding HPE
EIM
United Capital Financial Advisors's HPE Position: Q2 2026 in Review
United Capital Financial Advisors increased its Hewlett Packard (HPE) stake by 7.4% in Q2 2026, buying an estimated $116K and bringing the position to 46,269 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #572.
United Capital Financial Advisors first reported a position in HPE in Q4 2015 and has held it in 43 quarters since. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.
- United Capital Financial Advisors held 46,269 shares of Hewlett Packard worth $2.09M as of Q2 2026.
- United Capital Financial Advisors bought 3,200 Hewlett Packard shares in Q2 2026, an estimated $116K.
- Hewlett Packard made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #572 holding.
- United Capital Financial Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 43 quarters since.
- 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.