EWA
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EverSource Wealth Advisors’s Helmerich & Payne HP Stock Holding History

EverSource Wealth Advisors’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
Q1 		$45.9K Buy
1,274
+134
+12% +$4.57K ﹤0.01% 1958
2025
Q4 		$32.7K Sell
1,140
-376
-25% -$9.99K ﹤0.01% 2042
2025
Q3 		$33.5K Sell
1,516
-131
-8% -$2.42K ﹤0.01% 1993
2025
Q2 		$25K Buy
1,647
+1,582
+2,434% +$29K ﹤0.01% 2124
2025
Q1 		$1.7K Sell
65
-388
-86% -$11.3K ﹤0.01% 2996
2024
Q4 		$14.5K Sell
453
-214
-32% -$7.26K ﹤0.01% 1809
2024
Q3 		$20.3K Buy
667
+126
+23% +$4.35K ﹤0.01% 1477
2024
Q2 		$21.9K Buy
541
+20
+4% +$769 ﹤0.01% 1464
2024
Q1 		$20.5K Sell
521
-69
-12% -$2.61K ﹤0.01% 1350
2023
Q4 		$21.4K Buy
590
+153
+35% +$5.92K ﹤0.01% 1206
2023
Q3 		$18.4K Hold
437
– – ﹤0.01% 1157
2023
Q2 		$15.5K Buy
437
+363
+491% +$12.4K ﹤0.01% 1246
2023
Q1 		$2.65K Sell
74
-153
-67% -$6.6K ﹤0.01% 1851
2022
Q4 		$11.3K Sell
227
-71
-24% -$3.38K ﹤0.01% 1287
2022
Q3 		$11K Buy
298
+97
+48% +$4.08K ﹤0.01% 1097
2022
Q2 		$9K Buy
201
+53
+36% +$2.46K ﹤0.01% 1067
2022
Q1 		$6K Buy
148
+74
+100% +$2.55K ﹤0.01% 1180
2021
Q4 		$2K Buy
+74
New +$2.11K ﹤0.01% 1556

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's HP Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Helmerich & Payne (HP) stake by 12% in Q1 2026, buying an estimated $4.57K and bringing the position to 1,274 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

EverSource Wealth Advisors first reported a position in HP in Q4 2021 and has held it in 18 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • EverSource Wealth Advisors held 1,274 shares of Helmerich & Payne worth $45.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 134 Helmerich & Payne shares in Q1 2026, an estimated $4.57K.
  • Helmerich & Payne made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1958 holding.
  • EverSource Wealth Advisors first reported a position in Helmerich & Payne in Q4 2021 and has held it in 18 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.