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

DiNuzzo 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 		$623 Buy
19
+2
+12% +$75 ﹤0.01% 1041
2026
Q1 		$613 Sell
17
-1
-6% -$34 ﹤0.01% 1023
2025
Q4 		$517 Buy
18
+15
+500% +$398 ﹤0.01% 1072
2025
Q3 		$63 Hold
3
– – ﹤0.01% 1332
2025
Q2 		$46 Sell
3
-7
-70% -$128 ﹤0.01% 1337
2025
Q1 		$262 Sell
10
-14
-58% -$407 ﹤0.01% 1195
2024
Q4 		$769 Buy
24
+6
+33% +$204 ﹤0.01% 940
2024
Q3 		$548 Sell
18
-1
-5% -$35 ﹤0.01% 1079
2024
Q2 		$687 Buy
19
+3
+19% +$115 ﹤0.01% 933
2024
Q1 		$673 Sell
16
-2
-11% -$76 ﹤0.01% 881
2023
Q4 		$652 Buy
+18
New +$696 ﹤0.01% 877

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

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

DiNuzzo Private Wealth increased its Helmerich & Payne (HP) stake by 12% in Q2 2026, buying an estimated $75 and bringing the position to 19 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

DiNuzzo Private Wealth first reported a position in HP in Q4 2023 and has held it in 11 quarters since. The position peaked at $769 in Q4 2024. 33 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • DiNuzzo Private Wealth held 19 shares of Helmerich & Payne worth $623 as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 Helmerich & Payne shares in Q2 2026, an estimated $75.
  • Helmerich & Payne made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1041 holding.
  • DiNuzzo Private Wealth first reported a position in Helmerich & Payne in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Helmerich & Payne position peaked at $769 in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.