Cetera Investment Advisers
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Cetera Investment Advisers’s Helmerich & Payne HP Stock Holding History

Cetera Investment Advisers’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 		$788K Buy
24,066
+948
+4% +$35.5K ﹤0.01% 3261
2026
Q1 		$833K Buy
23,118
+762
+3% +$26K ﹤0.01% 3066
2025
Q4 		$641K Sell
22,356
-3,239
-13% -$86K ﹤0.01% 3220
2025
Q3 		$565K Buy
25,595
+10,380
+68% +$191K ﹤0.01% 3278
2025
Q2 		$231K Sell
15,215
-7,713
-34% -$141K ﹤0.01% 3622
2025
Q1 		$599K Buy
22,928
+3,814
+20% +$111K ﹤0.01% 2691
2024
Q4 		$612K Buy
19,114
+4,692
+33% +$159K ﹤0.01% 2524
2024
Q3 		$439K Buy
14,422
+2,659
+23% +$91.8K ﹤0.01% 2749
2024
Q2 		$425K Buy
11,763
+1,678
+17% +$64.5K ﹤0.01% 2724
2024
Q1 		$424K Buy
+10,085
New +$382K ﹤0.01% 2737

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

Cetera Investment Advisers's HP Position: Q2 2026 in Review

Cetera Investment Advisers increased its Helmerich & Payne (HP) stake by 4.1% in Q2 2026, buying an estimated $35.5K and bringing the position to 24,066 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Cetera Investment Advisers first reported a position in HP in Q1 2024 and has held it in 10 quarters since. The position peaked at $833K in Q1 2026. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Cetera Investment Advisers held 24,066 shares of Helmerich & Payne worth $788K as of Q2 2026.
  • Cetera Investment Advisers bought 948 Helmerich & Payne shares in Q2 2026, an estimated $35.5K.
  • Helmerich & Payne made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3261 holding.
  • Cetera Investment Advisers first reported a position in Helmerich & Payne in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Helmerich & Payne position peaked at $833K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.