Clearstead Advisors’s Helmerich & Payne HP Stock Holding History

Clearstead Advisors’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	$492	Buy	+15	New	+$561	﹤0.01%	2925
2025 Q3	–	Sell	-4,377	Closed	-$66.4K	–	3157
2025 Q2	$66.4K	Hold	4,377	–	–	﹤0.01%	1193
2025 Q1	$114K	Hold	4,377	–	–	﹤0.01%	961
2024 Q4	$140K	Hold	4,377	–	–	﹤0.01%	934
2024 Q3	$133K	Hold	4,377	–	–	﹤0.01%	962
2024 Q2	$158K	Buy	+4,377	New	+$168K	﹤0.01%	889
2024 Q1	–	Sell	-1,000	Closed	-$36.2K	–	1581
2023 Q4	$36.2K	Sell	1,000 -85	-8%	-$3.29K	﹤0.01%	818
2023 Q3	$45.7K	Buy	1,085 +85	+9%	+$3.55K	﹤0.01%	723
2023 Q2	$35.5K	Buy	+1,000	New	+$34.1K	﹤0.01%	797

Other funds holding HP

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Clearstead Advisors's HP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Helmerich & Payne (HP) in Q2 2026: 15 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #2925 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HP as recently as Q2 2025.

Clearstead Advisors first reported a position in HP in Q2 2023 and has held it in 9 quarters since. The position peaked at $158K in Q2 2024. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Clearstead Advisors held 15 shares of Helmerich & Payne worth $492 as of Q2 2026.
Helmerich & Payne was a new Clearstead Advisors position in Q2 2026.
Helmerich & Payne made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2925 holding.
Clearstead Advisors first reported a position in Helmerich & Payne in Q2 2023 and has held it in 9 quarters since.
Clearstead Advisors's Helmerich & Payne position peaked at $158K in Q2 2024.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.