AAS
HP icon

Ameritas Advisory Services’s Helmerich & Payne HP Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-565
Closed -$12.5K – 1457
2025
Q3 		$12.5K Buy
+565
New +$10.4K ﹤0.01% 1584

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's HP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 565 shares — an estimated $12.5K sold.

Ameritas Advisory Services first reported a position in HP in Q3 2025 and held it in 1 quarter. The position peaked at $12.5K in Q3 2025. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 565 Helmerich & Payne shares in Q4 2025, an estimated $12.5K.
  • Ameritas Advisory Services first reported a position in Helmerich & Payne in Q3 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Helmerich & Payne position peaked at $12.5K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.