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 Q2	–	Sell	-5,830	Closed	-$210K	–	466
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 $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

Avantax Planning Partners's HP Position: Q2 2026 in Review

Avantax Planning Partners sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 5,830 shares — an estimated $210K sold.

Avantax Planning Partners first reported a position in HP in Q4 2016 and held it in 7 quarters. The position peaked at $323K in Q4 2017. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Avantax Planning Partners reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 5,830 Helmerich & Payne shares in Q2 2026, an estimated $210K.
Avantax Planning Partners first reported a position in Helmerich & Payne in Q4 2016 and held it in 7 quarters.
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 Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.