Cerity Partners
HP icon

Cerity Partners’s Helmerich & Payne HP Stock Holding History

Cerity Partners’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 		$763K Buy
21,172
+1,833
+9% +$62.5K ﹤0.01% 2018
2025
Q4 		$555K Buy
19,339
+498
+3% +$13.2K ﹤0.01% 2030
2025
Q3 		$416K Buy
18,841
+6,351
+51% +$117K ﹤0.01% 2090
2025
Q2 		$189K Buy
12,490
+2,937
+31% +$53.8K ﹤0.01% 2372
2025
Q1 		$250K Sell
9,553
-824
-8% -$24K ﹤0.01% 2113
2024
Q4 		$317K Sell
10,377
-3,580
-26% -$122K ﹤0.01% 2007
2024
Q3 		$425K Buy
13,957
+5,642
+68% +$195K ﹤0.01% 1865
2024
Q2 		$301K Sell
8,315
-4,801
-37% -$185K ﹤0.01% 1819
2024
Q1 		$552K Buy
+13,116
New +$496K ﹤0.01% 1554
2018
Q2 		– Sell
-7,337
Closed -$488K – 556
2018
Q1 		$488K Sell
7,337
-611
-8% -$41.2K 0.04% 338
2017
Q4 		$514K Sell
7,948
-459
-5% -$25.7K 0.03% 335
2017
Q3 		$438K Sell
8,407
-75,011
-90% -$3.71M 0.03% 344
2017
Q2 		$2.56M Buy
83,418
+77,584
+1,330% +$4.55M 0.21% 92
2017
Q1 		$388K Buy
+5,834
New +$415K 0.03% 288

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

Cerity Partners's HP Position: Q1 2026 in Review

Cerity Partners increased its Helmerich & Payne (HP) stake by 9.5% in Q1 2026, buying an estimated $62.5K and bringing the position to 21,172 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Cerity Partners first reported a position in HP in Q1 2017 and has held it in 14 quarters since. The position peaked at $2.56M in Q2 2017. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Cerity Partners held 21,172 shares of Helmerich & Payne worth $763K as of Q1 2026.
  • Cerity Partners bought 1,833 Helmerich & Payne shares in Q1 2026, an estimated $62.5K.
  • Helmerich & Payne made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2018 holding.
  • Cerity Partners first reported a position in Helmerich & Payne in Q1 2017 and has held it in 14 quarters since.
  • Cerity Partners's Helmerich & Payne position peaked at $2.56M in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.