Curio Wealth’s Helmerich & Payne HP Stock Holding History

Curio 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	–	Sell	-2	Closed	-$72	–	548
2026 Q1	$72	Buy	+2	New	+$68	﹤0.01%	1052

Other funds holding HP

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Curio Wealth's HP Position: Q2 2026 in Review

Curio Wealth sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 2 shares — an estimated $72 sold.

Curio Wealth first reported a position in HP in Q1 2026 and held it in 1 quarter. The position peaked at $72 in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Curio Wealth reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Helmerich & Payne shares in Q2 2026, an estimated $72.
Curio Wealth first reported a position in Helmerich & Payne in Q1 2026 and held it in 1 quarter.
Curio Wealth's Helmerich & Payne position peaked at $72 in Q1 2026.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.