AWM
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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
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

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Activest Wealth Management's HP Position: Q2 2026 in Review

Activest Wealth Management increased its Helmerich & Payne (HP) stake by 1,800% in Q2 2026, buying an estimated $674 and bringing the position to 19 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Activest Wealth Management first reported a position in HP in Q4 2024 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Activest Wealth Management held 19 shares of Helmerich & Payne worth $622 as of Q2 2026.
  • Activest Wealth Management bought 18 Helmerich & Payne shares in Q2 2026, an estimated $674.
  • Helmerich & Payne made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • Activest Wealth Management first reported a position in Helmerich & Payne in Q4 2024 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.