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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
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

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

Fortitude Family Office's HP Position: Q1 2026 in Review

Fortitude Family Office increased its Helmerich & Payne (HP) stake by 254% in Q1 2026, buying an estimated $2.42K and bringing the position to 99 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Fortitude Family Office first reported a position in HP in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.13K in Q4 2023. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Fortitude Family Office held 99 shares of Helmerich & Payne worth $3.57K as of Q1 2026.
  • Fortitude Family Office bought 71 Helmerich & Payne shares in Q1 2026, an estimated $2.42K.
  • Helmerich & Payne made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1051 holding.
  • Fortitude Family Office first reported a position in Helmerich & Payne in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's Helmerich & Payne position peaked at $9.13K in Q4 2023.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.