Action Point Financial Planning’s Helmerich & Payne HP Stock Holding History

Action Point Financial Planning’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.62K	Buy	+142	New	+$5.31K	﹤0.01%	1854

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Action Point Financial Planning's HP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Helmerich & Payne (HP) in Q2 2026: 142 shares worth $4.62K. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings.

372 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Action Point Financial Planning held 142 shares of Helmerich & Payne worth $4.62K as of Q2 2026.
Helmerich & Payne was a new Action Point Financial Planning position in Q2 2026.
Helmerich & Payne made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1854 holding.
372 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.