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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
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

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

Valeo Financial Advisors's HPE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Hewlett Packard (HPE) in Q2 2026: 8,134 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in HPE as recently as Q4 2025.

Valeo Financial Advisors first reported a position in HPE in Q3 2017 and has held it in 17 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Valeo Financial Advisors held 8,134 shares of Hewlett Packard worth $367K as of Q2 2026.
  • Hewlett Packard was a new Valeo Financial Advisors position in Q2 2026.
  • Hewlett Packard made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #548 holding.
  • Valeo Financial Advisors first reported a position in Hewlett Packard in Q3 2017 and has held it in 17 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.