Congress Wealth Management’s Helmerich & Payne HP Stock Holding History

Congress 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
2025 Q2	$474K	Buy	+31,256	New	+$573K	﹤0.01%	944

Other funds holding HP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Congress Wealth Management's HP Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Helmerich & Payne (HP) in Q2 2025: 31,256 shares worth $474K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

Congress Wealth Management held 31,256 shares of Helmerich & Payne worth $474K as of Q2 2025.
Helmerich & Payne was a new Congress Wealth Management position in Q2 2025.
Helmerich & Payne made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #944 holding.
340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.