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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
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

Other funds holding HP

BlackRock
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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

Gallagher Fiduciary Advisors's HP Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Helmerich & Payne (HP) stake by 6.5% in Q1 2026, selling an estimated $23.4K and leaving 9,845 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #240.

Gallagher Fiduciary Advisors first reported a position in HP in Q4 2024 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Gallagher Fiduciary Advisors held 9,845 shares of Helmerich & Payne worth $355K as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 687 Helmerich & Payne shares in Q1 2026, an estimated $23.4K.
  • Helmerich & Payne made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #240 holding.
  • Gallagher Fiduciary Advisors first reported a position in Helmerich & Payne in Q4 2024 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.