Avantax Planning Partners’s Helmerich & Payne HP Stock Holding History

Avantax Planning Partners’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	$210K	Buy	+5,830	New	+$199K	0.01%	408
2018 Q4	–	Sell	-709	Closed	-$49K	–	679
2018 Q3	$49K	Buy	+709	New	+$45.3K	﹤0.01%	493
2018 Q2	–	Sell	-4,617	Closed	-$307K	–	763
2018 Q1	$307K	Sell	4,617 -375	-8%	-$25.3K	0.03%	225
2017 Q4	$323K	Sell	4,992 -503	-9%	-$28.2K	0.03%	220
2017 Q3	$286K	Buy	+5,495	New	+$272K	0.02%	281
2017 Q2	–	Sell	-3,265	Closed	-$217K	–	345
2017 Q1	$217K	Hold	3,265	–	–	0.02%	305
2016 Q4	$253K	Buy	+3,265	New	+$232K	0.03%	252

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's HP Position: Q1 2026 in Review

Avantax Planning Partners opened a new position in Helmerich & Payne (HP) in Q1 2026: 5,830 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in HP as recently as Q3 2018.

Avantax Planning Partners first reported a position in HP in Q4 2016 and has held it in 7 quarters since. The position peaked at $323K in Q4 2017. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Avantax Planning Partners held 5,830 shares of Helmerich & Payne worth $210K as of Q1 2026.
Helmerich & Payne was a new Avantax Planning Partners position in Q1 2026.
Helmerich & Payne made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #408 holding.
Avantax Planning Partners first reported a position in Helmerich & Payne in Q4 2016 and has held it in 7 quarters since.
Avantax Planning Partners's Helmerich & Payne position peaked at $323K in Q4 2017.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.