Creative Planning
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Creative Planning’s Helmerich & Payne HP Stock Holding History

Creative Planning’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
2016
Q2 		– Sell
-500
Closed -$1K – 4419
2016
Q1 		$1K Buy
+500
New +$26.4K ﹤0.01% 4126

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's HP Position: Q1 2026 in Review

Creative Planning increased its Helmerich & Payne (HP) stake by 14% in Q1 2026, buying an estimated $464K and bringing the position to 110,862 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Creative Planning first reported a position in HP in Q2 2013 and has held it in 43 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Creative Planning held 110,862 shares of Helmerich & Payne worth $3.99M as of Q1 2026.
  • Creative Planning bought 13,593 Helmerich & Payne shares in Q1 2026, an estimated $464K.
  • Helmerich & Payne made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1362 holding.
  • Creative Planning first reported a position in Helmerich & Payne in Q2 2013 and has held it in 43 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.