Corient Private Wealth
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Corient Private Wealth’s Helmerich & Payne HP Stock Holding History

Corient Private Wealth’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 		$278K Buy
8,505
+1,698
+25% +$63.5K ﹤0.01% 2606
2026
Q1 		$245K Sell
6,807
-1,875
-22% -$63.9K ﹤0.01% 2437
2025
Q4 		$250K Sell
8,682
-899
-9% -$23.9K ﹤0.01% 2296
2025
Q3 		$212K Buy
+9,581
New +$177K ﹤0.01% 2327
2025
Q1 		– Sell
-6,614
Closed -$212K – 2354
2024
Q4 		$212K Sell
6,614
-49
-0.7% -$1.66K ﹤0.01% 2086
2024
Q3 		$203K Sell
6,663
-13,431
-67% -$464K ﹤0.01% 2220
2024
Q2 		$726K Buy
20,094
+1,062
+6% +$40.8K ﹤0.01% 1463
2024
Q1 		$800K Buy
19,032
+17
+0.1% +$643 ﹤0.01% 1397
2023
Q4 		$689K Buy
19,015
+4,075
+27% +$158K ﹤0.01% 1451
2023
Q3 		$630K Buy
14,940
+2,564
+21% +$107K ﹤0.01% 1369
2023
Q2 		$439K Buy
+12,376
New +$422K ﹤0.01% 1515
2023
Q1 		– Sell
-3,941
Closed -$213K – 2031
2022
Q4 		$213K Buy
+3,941
New +$188K ﹤0.01% 1469

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

Corient Private Wealth's HP Position: Q2 2026 in Review

Corient Private Wealth increased its Helmerich & Payne (HP) stake by 25% in Q2 2026, buying an estimated $63.5K and bringing the position to 8,505 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Corient Private Wealth first reported a position in HP in Q4 2022 and has held it in 12 quarters since. The position peaked at $800K in Q1 2024. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Corient Private Wealth held 8,505 shares of Helmerich & Payne worth $278K as of Q2 2026.
  • Corient Private Wealth bought 1,698 Helmerich & Payne shares in Q2 2026, an estimated $63.5K.
  • Helmerich & Payne made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2606 holding.
  • Corient Private Wealth first reported a position in Helmerich & Payne in Q4 2022 and has held it in 12 quarters since.
  • Corient Private Wealth's Helmerich & Payne position peaked at $800K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.