Capital A Wealth Management’s Helmerich & Payne HP Stock Holding History

Capital A 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
2025 Q2	$1.38K	Buy	+38	New	+$697	0.02%	352

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital A Wealth Management's HP Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Helmerich & Payne (HP) in Q2 2025: 38 shares worth $1.38K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings.

341 funds tracked by Wall St. Rank hold HP as of Q2 2025.

Capital A Wealth Management held 38 shares of Helmerich & Payne worth $1.38K as of Q2 2025.
Helmerich & Payne was a new Capital A Wealth Management position in Q2 2025.
Helmerich & Payne made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #352 holding.
341 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.