Bell Investment Advisors’s Helmerich & Payne HP Stock Holding History

Bell Investment 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 Q1	$2.2K	Hold	61	–	–	﹤0.01%	1300
2025 Q4	$1.75K	Hold	61	–	–	﹤0.01%	1388
2025 Q3	$1.35K	Buy	+61	New	+$1.13K	﹤0.01%	1467
2025 Q1	–	Sell	-33	Closed	-$1.06K	–	1925
2024 Q4	$1.06K	Hold	33	–	–	﹤0.01%	1563
2024 Q3	$1K	Buy	33 +18	+120%	+$622	﹤0.01%	1590
2024 Q2	$543	Hold	15	–	–	﹤0.01%	1786
2024 Q1	$631	Sell	15 -13	-46%	-$492	﹤0.01%	1738
2023 Q4	$1.01K	Buy	28 +13	+87%	+$503	﹤0.01%	1590
2023 Q3	$633	Hold	15	–	–	﹤0.01%	1700
2023 Q2	$532	Buy	+15	New	+$512	﹤0.01%	1823
2022 Q3	–	Sell	-19	Closed	-$1K	–	1819
2022 Q2	$1K	Buy	+19	New	+$883	﹤0.01%	1458
2021 Q4	–	Sell	-17	Closed	–	–	1857
2021 Q3	$0	Buy	+17	New	+$475	﹤0.01%	1769

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

Bell Investment Advisors's HP Position: Q1 2026 in Review

Bell Investment Advisors held its Helmerich & Payne (HP) position steady in Q1 2026 at 61 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Bell Investment Advisors first reported a position in HP in Q3 2021 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Bell Investment Advisors held 61 shares of Helmerich & Payne worth $2.2K as of Q1 2026.
Bell Investment Advisors left its Helmerich & Payne share count unchanged in Q1 2026.
Helmerich & Payne made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1300 holding.
Bell Investment Advisors first reported a position in Helmerich & Payne in Q3 2021 and has held it in 12 quarters since.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.