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Gallagher Fiduciary Advisors’s Helmerich & Payne HP Stock Holding History

Gallagher Fiduciary 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 		$319K Sell
9,747
-98
-1% -$3.67K 0.01% 284
2026
Q1 		$355K Sell
9,845
-687
-7% -$23.4K 0.01% 240
2025
Q4 		$302K Buy
10,532
+1,034
+11% +$27.5K 0.01% 270
2025
Q3 		$210K Buy
+9,498
New +$175K 0.01% 296
2025
Q1 		– Sell
-7,217
Closed -$231K – 317
2024
Q4 		$231K Buy
+7,217
New +$245K 0.05% 261

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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 $3.37T AUM 44.26% 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

Gallagher Fiduciary Advisors's HP Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Helmerich & Payne (HP) stake by 1% in Q2 2026, selling an estimated $3.67K and leaving 9,747 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #284.

Gallagher Fiduciary Advisors first reported a position in HP in Q4 2024 and has held it in 5 quarters since. The position peaked at $355K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Gallagher Fiduciary Advisors held 9,747 shares of Helmerich & Payne worth $319K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 98 Helmerich & Payne shares in Q2 2026, an estimated $3.67K.
  • Helmerich & Payne made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #284 holding.
  • Gallagher Fiduciary Advisors first reported a position in Helmerich & Payne in Q4 2024 and has held it in 5 quarters since.
  • Gallagher Fiduciary Advisors's Helmerich & Payne position peaked at $355K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.