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
Q2 		$48.5K Buy
1,480
+206
+16% +$7.71K ﹤0.01% 1793
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 $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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

EverSource Wealth Advisors's HP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Helmerich & Payne (HP) stake by 16% in Q2 2026, buying an estimated $7.71K and bringing the position to 1,480 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

EverSource Wealth Advisors first reported a position in HP in Q4 2021 and has held it in 19 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • EverSource Wealth Advisors held 1,480 shares of Helmerich & Payne worth $48.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 206 Helmerich & Payne shares in Q2 2026, an estimated $7.71K.
  • Helmerich & Payne made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1793 holding.
  • EverSource Wealth Advisors first reported a position in Helmerich & Payne in Q4 2021 and has held it in 19 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.