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Basecamp Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Basecamp Wealth Advisors’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 		$7.37K Buy
225
+124
+123% +$4.64K ﹤0.01% 1078
2026
Q1 		$3.64K Sell
101
-165
-62% -$5.63K ﹤0.01% 1254
2025
Q4 		$7.63K Buy
+266
New +$7.07K ﹤0.01% 1047

Other funds holding HP

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Basecamp Wealth Advisors's HP Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Helmerich & Payne (HP) stake by 123% in Q2 2026, buying an estimated $4.64K and bringing the position to 225 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Basecamp Wealth Advisors first reported a position in HP in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.63K in Q4 2025. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Basecamp Wealth Advisors held 225 shares of Helmerich & Payne worth $7.37K as of Q2 2026.
  • Basecamp Wealth Advisors bought 124 Helmerich & Payne shares in Q2 2026, an estimated $4.64K.
  • Helmerich & Payne made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1078 holding.
  • Basecamp Wealth Advisors first reported a position in Helmerich & Payne in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Helmerich & Payne position peaked at $7.63K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.