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FORA Capital’s Helmerich & Payne HP Stock Holding History

FORA Capital’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
2025
Q3 		– Sell
-32,995
Closed -$500K – 574
2025
Q2 		$500K Buy
+32,995
New +$605K 0.06% 331
2022
Q3 		– Sell
-6,133
Closed -$264K – 477
2022
Q2 		$264K Buy
+6,133
New +$285K 0.05% 354
2021
Q2 		– Sell
-1,346
Closed -$36K – 991
2021
Q1 		$36K Sell
1,346
-3,478
-72% -$96.1K 0.01% 596
2020
Q4 		$112K Buy
+4,824
New +$93.5K 0.02% 637

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State Street
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American Century Companies
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FORA Capital's HP Position: Q3 2025 in Review

FORA Capital sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 32,995 shares — an estimated $500K sold.

FORA Capital first reported a position in HP in Q4 2020 and held it in 4 quarters. The position peaked at $500K in Q2 2025. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • FORA Capital reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 32,995 Helmerich & Payne shares in Q3 2025, an estimated $500K.
  • FORA Capital first reported a position in Helmerich & Payne in Q4 2020 and held it in 4 quarters.
  • FORA Capital's Helmerich & Payne position peaked at $500K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.