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 Q3	$669	Sell	18 -1	-5%	-$39	﹤0.01%	1006
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

DiNuzzo Private Wealth's HP Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Helmerich & Payne (HP) stake by 5.3% in Q3 2026, selling an estimated $39 and leaving 18 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

DiNuzzo Private Wealth first reported a position in HP in Q4 2023 and has held it in 12 quarters since. The position peaked at $769 in Q4 2024. 87 funds tracked by Wall St. Rank hold HP as of Q3 2026.

DiNuzzo Private Wealth held 18 shares of Helmerich & Payne worth $669 as of Q3 2026.
DiNuzzo Private Wealth sold 1 Helmerich & Payne share in Q3 2026, an estimated $39.
Helmerich & Payne made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1006 holding.
DiNuzzo Private Wealth first reported a position in Helmerich & Payne in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Helmerich & Payne position peaked at $769 in Q4 2024.
87 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.