Activest Wealth Management
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Activest Wealth Management’s Helmerich & Payne HP Stock Holding History

Activest Wealth Management’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
Q3 		$37 Sell
1
-18
-95% -$697 ﹤0.01% 1033
2026
Q2 		$622 Buy
19
+18
+1,800% +$674 ﹤0.01% 1031
2026
Q1 		$36 Hold
1
– – ﹤0.01% 1190
2025
Q4 		$29 Hold
1
– – ﹤0.01% 1101
2025
Q3 		$22 Buy
+1
New +$18 ﹤0.01% 1116
2025
Q1 		– Sell
-1
Closed -$29 – 1109
2024
Q4 		$32 Buy
+1
New +$34 ﹤0.01% 804

Other funds holding HP

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Activest Wealth Management's HP Position: Q3 2026 in Review

Activest Wealth Management reduced its Helmerich & Payne (HP) stake by 95% in Q3 2026, selling an estimated $697 and leaving 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Activest Wealth Management first reported a position in HP in Q4 2024 and has held it in 6 quarters since. The position peaked at $622 in Q2 2026. 177 funds tracked by Wall St. Rank hold HP as of Q3 2026.

  • Activest Wealth Management held 1 share of Helmerich & Payne worth $37 as of Q3 2026.
  • Activest Wealth Management sold 18 Helmerich & Payne shares in Q3 2026, an estimated $697.
  • Helmerich & Payne made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1033 holding.
  • Activest Wealth Management first reported a position in Helmerich & Payne in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's Helmerich & Payne position peaked at $622 in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.