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Cornerstone Planning Group’s Helmerich & Payne HP Stock Holding History

Cornerstone Planning Group’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 		$1.56K Sell
44
-43
-49% -$1.61K ﹤0.01% 1383
2026
Q1 		$3.58K Sell
87
-3
-3% -$102 ﹤0.01% 1175
2025
Q4 		$2.98K Hold
90
– – ﹤0.01% 1108
2025
Q3 		$2.4K Hold
90
– – ﹤0.01% 1127
2025
Q2 		$1.41K Sell
90
-99
-52% -$1.81K ﹤0.01% 1031
2025
Q1 		$3.74K Buy
189
+75
+66% +$2.18K ﹤0.01% 811
2024
Q4 		$3.86K Hold
114
– – ﹤0.01% 634
2024
Q3 		$3.8K Sell
114
-41
-26% -$1.42K ﹤0.01% 635
2024
Q2 		$5.33K Sell
155
-26
-14% -$1K ﹤0.01% 562
2024
Q1 		$6.96K Hold
181
– – ﹤0.01% 467
2023
Q4 		$6.56K Hold
181
– – ﹤0.01% 495
2023
Q3 		$7.63K Buy
181
+47
+35% +$1.96K ﹤0.01% 475
2023
Q2 		$4.75K Buy
+134
New +$4.57K ﹤0.01% 909
2022
Q4 		$2.77K Buy
+59
New +$2.81K ﹤0.01% 1105

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

Cornerstone Planning Group's HP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Helmerich & Payne (HP) stake by 49% in Q2 2026, selling an estimated $1.61K and leaving 44 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Cornerstone Planning Group first reported a position in HP in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.63K in Q3 2023. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Cornerstone Planning Group held 44 shares of Helmerich & Payne worth $1.56K as of Q2 2026.
  • Cornerstone Planning Group sold 43 Helmerich & Payne shares in Q2 2026, an estimated $1.61K.
  • Helmerich & Payne made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1383 holding.
  • Cornerstone Planning Group first reported a position in Helmerich & Payne in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Helmerich & Payne position peaked at $7.63K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.