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
Q2 		$609K Sell
18,604
-2,568
-12% -$96.1K ﹤0.01% 2311
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 $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

Cerity Partners's HP Position: Q2 2026 in Review

Cerity Partners reduced its Helmerich & Payne (HP) stake by 12% in Q2 2026, selling an estimated $96.1K and leaving 18,604 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Cerity Partners first reported a position in HP in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2017. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Cerity Partners held 18,604 shares of Helmerich & Payne worth $609K as of Q2 2026.
  • Cerity Partners sold 2,568 Helmerich & Payne shares in Q2 2026, an estimated $96.1K.
  • Helmerich & Payne made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2311 holding.
  • Cerity Partners first reported a position in Helmerich & Payne in Q1 2017 and has held it in 15 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 Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.