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Essential Partners’s Helmerich & Payne HP Stock Holding History

Essential 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 		$1.18K Sell
36
-105
-74% -$3.93K ﹤0.01% 2171
2026
Q1 		$5.08K Hold
141
– – ﹤0.01% 1566
2025
Q4 		$4.04K Hold
141
– – ﹤0.01% 1518
2025
Q3 		$3.12K Buy
+141
New +$2.6K ﹤0.01% 1623

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Essential Partners's HP Position: Q2 2026 in Review

Essential Partners reduced its Helmerich & Payne (HP) stake by 74% in Q2 2026, selling an estimated $3.93K and leaving 36 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Essential Partners first reported a position in HP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.08K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Essential Partners held 36 shares of Helmerich & Payne worth $1.18K as of Q2 2026.
  • Essential Partners sold 105 Helmerich & Payne shares in Q2 2026, an estimated $3.93K.
  • Helmerich & Payne made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2171 holding.
  • Essential Partners first reported a position in Helmerich & Payne in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Helmerich & Payne position peaked at $5.08K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.