UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 1463217
IRVING, TX
Position in HPE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,087,194
+$1,061,722 QoQ
Shares Held
46,269
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#504
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Derivatives in HPE
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$437,400
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $101,725,931 across 10 Communication Equipment names. HPE ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
745,008 | $87,508,639 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
15,975 | $6,634,257 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
This page
|
46,269 | $2,087,194 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
2,197 | $1,885,157 | |
| 5 | CIEN |
Ciena Corp
|
2,173 | $1,065,986 | |
| 6 | NOK |
Nokia Corp
|
59,745 | $793,413 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
2,149 | $565,745 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
6,032 | $536,003 |
All Filings in HPE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,194 | 46,269 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,025,472 | 43,069 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $875,432 | 36,446 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $774,303 | 31,527 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $564,583 | 27,608 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $433,181 | 28,074 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $655,466 | 30,701 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $740,713 | 36,203 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $741,246 | 35,014 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $607,217 | 34,248 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $705,434 | 41,545 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $224,663 | 12,934 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $168,470 | 10,028 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $189,089 | 11,870 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $219,242 | 13,737 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $180,862 | 15,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $382,988 | 28,883 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $378,297 | 22,639 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $795,706 | 50,457 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $680,537 | 47,757 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $437,400 | 30,000 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $792,408 | 54,349 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $868,013 | 55,147 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $654,996 | 55,274 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $548,875 | 58,578 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $583,381 | 59,957 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $584,872 | 60,234 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||