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Valeo Financial Advisors’s Hewlett Packard HPE Stock Holding History

Valeo 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
2026
Q3 		$607K Buy
9,493
+1,359
+17% +$72K 0.01% 404
2026
Q2 		$367K Buy
+8,134
New +$294K 0.01% 548
2026
Q1 		– Sell
-8,790
Closed -$211K – 820
2025
Q4 		$211K Buy
+8,790
New +$207K ﹤0.01% 741
2021
Q2 		– Sell
-1,195
Closed -$19K – 1081
2021
Q1 		$19K Hold
1,195
– – ﹤0.01% 1175
2020
Q4 		$14K Sell
1,195
-127
-10% -$1.33K ﹤0.01% 1117
2020
Q3 		$12K Sell
1,322
-619
-32% -$5.91K ﹤0.01% 1040
2020
Q2 		$19K Sell
1,941
-339
-15% -$3.33K ﹤0.01% 1076
2020
Q1 		$24K Buy
2,280
+2
+0.1% +$26 ﹤0.01% 845
2019
Q4 		$36K Buy
2,278
+1
+0% +$16 ﹤0.01% 764
2019
Q3 		$35K Sell
2,277
-799
-26% -$11.4K ﹤0.01% 704
2019
Q2 		$46K Buy
3,076
+664
+28% +$10.1K 0.01% 630
2019
Q1 		$37K Sell
2,412
-386
-14% -$5.95K ﹤0.01% 629
2018
Q4 		$37K Sell
2,798
-522
-16% -$7.82K 0.01% 564
2018
Q3 		$50K Buy
3,320
+9
+0.3% +$144 0.01% 546
2018
Q2 		$52K Buy
3,311
+806
+32% +$13.4K 0.01% 532
2018
Q1 		$44K Sell
2,505
-172
-6% -$2.92K 0.01% 512
2017
Q4 		$38K Buy
2,677
+107
+4% +$1.52K 0.01% 525
2017
Q3 		$38K Buy
+2,570
New +$35.1K 0.01% 450

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Valeo Financial Advisors's HPE Position: Q3 2026 in Review

Valeo Financial Advisors increased its Hewlett Packard (HPE) stake by 17% in Q3 2026, buying an estimated $72K and bringing the position to 9,493 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #404.

Valeo Financial Advisors first reported a position in HPE in Q3 2017 and has held it in 18 quarters since. 60 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Valeo Financial Advisors held 9,493 shares of Hewlett Packard worth $607K as of Q3 2026.
  • Valeo Financial Advisors bought 1,359 Hewlett Packard shares in Q3 2026, an estimated $72K.
  • Hewlett Packard made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #404 holding.
  • Valeo Financial Advisors first reported a position in Hewlett Packard in Q3 2017 and has held it in 18 quarters since.
  • 60 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.