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Atria Investments’s Helmerich & Payne HP Stock Holding History

Atria Investments’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
Q1 		$521K Buy
14,464
+246
+2% +$8.39K 0.01% 1426
2025
Q4 		$408K Buy
14,218
+1,308
+10% +$34.7K ﹤0.01% 1565
2025
Q3 		$285K Sell
12,910
-1,671
-11% -$30.8K ﹤0.01% 1749
2025
Q2 		$221K Buy
14,581
+2,641
+22% +$48.4K ﹤0.01% 1868
2025
Q1 		$312K Buy
11,940
+100
+0.8% +$2.91K ﹤0.01% 1606
2024
Q4 		$379K Buy
11,840
+953
+9% +$32.3K ﹤0.01% 1460
2024
Q3 		$331K Sell
10,887
-3,144
-22% -$109K ﹤0.01% 1570
2024
Q2 		$507K Buy
+14,031
New +$540K 0.01% 1293
2019
Q2 		– Sell
-11,646
Closed -$647K – 1021
2019
Q1 		$647K Buy
11,646
+676
+6% +$36.8K 0.03% 465
2018
Q4 		$526K Sell
10,970
-16,941
-61% -$1.04M 0.02% 487
2018
Q3 		$1.92M Sell
27,911
-9,657
-26% -$617K 0.08% 237
2018
Q2 		$2.4M Sell
37,568
-6,885
-15% -$468K 0.11% 195
2018
Q1 		$2.96M Sell
44,453
-6,867
-13% -$463K 0.14% 144
2017
Q4 		$3.32M Buy
+51,320
New +$2.88M 0.16% 127
2014
Q4 		– Sell
-17,107
Closed -$1.67M – 434
2014
Q3 		$1.67M Sell
17,107
-1,742
-9% -$185K 0.17% 105
2014
Q2 		$2.19M Buy
18,849
+426
+2% +$46.7K 0.22% 94
2014
Q1 		$1.98M Buy
18,423
+3,325
+22% +$309K 0.2% 96
2013
Q4 		$1.27M Buy
+15,098
New +$1.18M 0.13% 141

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Atria Investments's HP Position: Q1 2026 in Review

Atria Investments increased its Helmerich & Payne (HP) stake by 1.7% in Q1 2026, buying an estimated $8.39K and bringing the position to 14,464 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #1426.

Atria Investments first reported a position in HP in Q4 2013 and has held it in 18 quarters since. The position peaked at $3.32M in Q4 2017. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Atria Investments held 14,464 shares of Helmerich & Payne worth $521K as of Q1 2026.
  • Atria Investments bought 246 Helmerich & Payne shares in Q1 2026, an estimated $8.39K.
  • Helmerich & Payne made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1426 holding.
  • Atria Investments first reported a position in Helmerich & Payne in Q4 2013 and has held it in 18 quarters since.
  • Atria Investments's Helmerich & Payne position peaked at $3.32M in Q4 2017.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.