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Cadence Wealth Management’s Helmerich & Payne HP Stock Holding History

Cadence Wealth Management’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 		$1.42M Buy
43,253
+2,664
+7% +$99.7K 0.63% 17
2026
Q1 		$1.46M Buy
40,589
+1,247
+3% +$42.5K 0.61% 16
2025
Q4 		$1.13M Sell
39,342
-2,006
-5% -$53.3K 0.54% 21
2025
Q3 		$913K Buy
41,348
+1,648
+4% +$30.4K 0.48% 27
2025
Q2 		$602K Buy
39,700
+17,559
+79% +$322K 0.4% 34
2025
Q1 		$578K Buy
22,141
+13,364
+152% +$388K 0.43% 26
2024
Q4 		$281K Buy
8,777
+363
+4% +$12.3K 0.19% 41
2024
Q3 		$256K Buy
8,414
+30
+0.4% +$1.04K 0.21% 38
2024
Q2 		$303K Buy
+8,384
New +$322K 0.21% 36

Other funds holding HP

BlackRock
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

Cadence Wealth Management's HP Position: Q2 2026 in Review

Cadence Wealth Management increased its Helmerich & Payne (HP) stake by 6.6% in Q2 2026, buying an estimated $99.7K and bringing the position to 43,253 shares worth $1.42M. The position accounts for 0.63% of the portfolio, ranked #17.

Cadence Wealth Management first reported a position in HP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Cadence Wealth Management held 43,253 shares of Helmerich & Payne worth $1.42M as of Q2 2026.
  • Cadence Wealth Management bought 2,664 Helmerich & Payne shares in Q2 2026, an estimated $99.7K.
  • Helmerich & Payne made up 0.63% of Cadence Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Cadence Wealth Management first reported a position in Helmerich & Payne in Q2 2024 and has held it in 9 quarters since.
  • Cadence Wealth Management's Helmerich & Payne position peaked at $1.46M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.