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

Affinity 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	$414K	Buy	+12,643	New	+$473K	0.05%	70

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

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

Affinity Wealth Management opened a new position in Helmerich & Payne (HP) in Q2 2026: 12,643 shares worth $414K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings.

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

Affinity Wealth Management held 12,643 shares of Helmerich & Payne worth $414K as of Q2 2026.
Helmerich & Payne was a new Affinity Wealth Management position in Q2 2026.
Helmerich & Payne made up 0.05% of Affinity Wealth Management's portfolio in Q2 2026, its #70 holding.
373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.