CCWM
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Cassaday & Co Wealth Management’s Helmerich & Payne HP Stock Holding History

Cassaday & Co 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 		$12.4K Buy
+343
New +$11.7K ﹤0.01% 857

Other funds holding HP

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State Farm Mutual Automobile Insurance
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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

Cassaday & Co Wealth Management's HP Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Helmerich & Payne (HP) in Q1 2026: 343 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings.

374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Cassaday & Co Wealth Management held 343 shares of Helmerich & Payne worth $12.4K as of Q1 2026.
  • Helmerich & Payne was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Helmerich & Payne made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #857 holding.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.