Cornerstone Planning Group
HP icon

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
Q3 		– Sell
-44
Closed -$1.56K – 839
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 		$1.4K Sell
90
-99
-52% -$1.82K ﹤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

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Cornerstone Planning Group's HP Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Helmerich & Payne (HP) in Q3 2026, closing a stake of 44 shares — an estimated $1.56K sold.

Cornerstone Planning Group first reported a position in HP in Q4 2022 and held it in 14 quarters. The position peaked at $7.63K in Q3 2023. 67 funds tracked by Wall St. Rank hold HP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Helmerich & Payne position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 44 Helmerich & Payne shares in Q3 2026, an estimated $1.56K.
  • Cornerstone Planning Group first reported a position in Helmerich & Payne in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Helmerich & Payne position peaked at $7.63K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.