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Edgestream Partners’s Helmerich & Payne HP Stock Holding History

Edgestream Partners’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
-62,624
Closed -$2.26M – 1048
2026
Q1 		$2.26M Sell
62,624
-223,125
-78% -$7.61M 0.07% 464
2025
Q4 		$8.2M Buy
285,749
+55,134
+24% +$1.46M 0.23% 109
2025
Q3 		$5.09M Buy
+230,615
New +$4.25M 0.15% 242
2025
Q1 		– Sell
-27,385
Closed -$877K – 925
2024
Q4 		$877K Sell
27,385
-84,722
-76% -$2.88M 0.04% 592
2024
Q3 		$3.41M Buy
+112,107
New +$3.87M 0.15% 226
2023
Q4 		– Sell
-41,168
Closed -$1.74M – 933
2023
Q3 		$1.74M Buy
+41,168
New +$1.72M 0.14% 238
2023
Q2 		– Sell
-36,544
Closed -$1.31M – 793
2023
Q1 		$1.31M Sell
36,544
-29,539
-45% -$1.27M 0.14% 233
2022
Q4 		$3.28M Sell
66,083
-38,008
-37% -$1.81M 0.37% 73
2022
Q3 		$3.85M Buy
+104,091
New +$4.38M 0.3% 115
2021
Q1 		– Sell
-93,893
Closed -$2.17M – 401
2020
Q4 		$2.17M Buy
93,893
+61,686
+192% +$1.2M 0.11% 225
2020
Q3 		$472K Buy
+32,207
New +$561K 0.03% 257
2020
Q1 		– Sell
-38,447
Closed -$1.75M – 330
2019
Q4 		$1.75M Buy
38,447
+3,379
+10% +$136K 0.09% 191
2019
Q3 		$1.41M Buy
35,068
+12,721
+57% +$561K 0.13% 160
2019
Q2 		$1.13M Buy
22,347
+8,462
+61% +$466K 0.13% 136
2019
Q1 		$771K Buy
+13,885
New +$756K 0.11% 147
2014
Q4 		– Sell
-2,262
Closed -$221K – 69
2014
Q3 		$221K Sell
2,262
-3,432
-60% -$365K 0.19% 75
2014
Q2 		$661K Buy
+5,694
New +$624K 0.42% 49

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Edgestream Partners's HP Position: Q2 2026 in Review

Edgestream Partners sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 62,624 shares — an estimated $2.26M sold.

Edgestream Partners first reported a position in HP in Q2 2014 and held it in 17 quarters. The position peaked at $8.2M in Q4 2025. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Edgestream Partners reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 62,624 Helmerich & Payne shares in Q2 2026, an estimated $2.26M.
  • Edgestream Partners first reported a position in Helmerich & Payne in Q2 2014 and held it in 17 quarters.
  • Edgestream Partners's Helmerich & Payne position peaked at $8.2M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.