CWM
HP icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cadence Wealth Management's HP Position: Q1 2026 in Review

Cadence Wealth Management increased its Helmerich & Payne (HP) stake by 3.2% in Q1 2026, buying an estimated $42.5K and bringing the position to 40,589 shares worth $1.46M. The position accounts for 0.61% of the portfolio, ranked #16.

Cadence Wealth Management first reported a position in HP in Q2 2024 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Cadence Wealth Management held 40,589 shares of Helmerich & Payne worth $1.46M as of Q1 2026.
  • Cadence Wealth Management bought 1,247 Helmerich & Payne shares in Q1 2026, an estimated $42.5K.
  • Helmerich & Payne made up 0.61% of Cadence Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Cadence Wealth Management first reported a position in Helmerich & Payne in Q2 2024 and has held it in 8 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.