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United Capital Financial Advisors’s Hewlett Packard HPE Stock Holding History

United Capital Financial Advisors’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
2021
Q3 		– Sell
-30,000
Closed -$437K – 1218
2021
Q2 		$437K Buy
+30,000
New +$474K ﹤0.01% 902

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

United Capital Financial Advisors's HPE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Hewlett Packard (HPE) stake by 18% in Q1 2026, buying an estimated $147K and bringing the position to 43,069 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #746.

United Capital Financial Advisors first reported a position in HPE in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.04M in Q1 2017. 1,116 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • United Capital Financial Advisors held 43,069 shares of Hewlett Packard worth $1.03M as of Q1 2026.
  • United Capital Financial Advisors bought 6,623 Hewlett Packard shares in Q1 2026, an estimated $147K.
  • Hewlett Packard made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #746 holding.
  • United Capital Financial Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 42 quarters since.
  • United Capital Financial Advisors's Hewlett Packard position peaked at $2.04M in Q1 2017.
  • 1,116 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.