Fortitude Family Office’s Helmerich & Payne HP Stock Holding History

Fortitude Family Office’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 Q3	$3.83K	Buy	103 +2	+2%	+$77	﹤0.01%	1712
2026 Q2	$3.31K	Buy	101 +2	+2%	+$75	﹤0.01%	1265
2026 Q1	$3.57K	Buy	99 +71	+254%	+$2.42K	﹤0.01%	1051
2025 Q4	$803	Buy	28 +5	+22%	+$133	﹤0.01%	1542
2025 Q3	$508	Sell	23 -347	-94%	-$6.4K	﹤0.01%	1805
2025 Q2	$5.61K	Buy	370 +300	+429%	+$5.5K	﹤0.01%	758
2025 Q1	$1.83K	Hold	70	–	–	﹤0.01%	935
2024 Q4	$2.24K	Hold	70	–	–	﹤0.01%	1012
2024 Q3	$2.13K	Hold	70	–	–	﹤0.01%	993
2024 Q2	$2.53K	Sell	70 -49	-41%	-$1.88K	﹤0.01%	767
2024 Q1	$5K	Sell	119 -133	-53%	-$5.03K	﹤0.01%	605
2023 Q4	$9.13K	Buy	+252	New	+$9.74K	0.01%	438

Other funds holding HP

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's HP Position: Q3 2026 in Review

Fortitude Family Office increased its Helmerich & Payne (HP) stake by 2% in Q3 2026, buying an estimated $77 and bringing the position to 103 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Fortitude Family Office first reported a position in HP in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.13K in Q4 2023. 26 funds tracked by Wall St. Rank hold HP as of Q3 2026.

Fortitude Family Office held 103 shares of Helmerich & Payne worth $3.83K as of Q3 2026.
Fortitude Family Office bought 2 Helmerich & Payne shares in Q3 2026, an estimated $77.
Helmerich & Payne made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1712 holding.
Fortitude Family Office first reported a position in Helmerich & Payne in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Helmerich & Payne position peaked at $9.13K in Q4 2023.
26 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.