Global Retirement Partners’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.5K Buy
+411
New +$15.4K ﹤0.01% 3260
2025
Q4
$14.2K Sell
493
-19
-4% -$505 ﹤0.01% 3028
2025
Q3
$11.3K Sell
512
-21
-4% -$387 ﹤0.01% 2650
2025
Q2
$8.08K Buy
+533
New +$9.77K ﹤0.01% 2706
2024
Q4
$16K Sell
500
-304
-38% -$10.3K ﹤0.01% 2198
2024
Q3
$24.5K Sell
804
-416
-34% -$14.4K ﹤0.01% 1895
2024
Q2
$44.1K Buy
1,220
+724
+146% +$27.8K ﹤0.01% 1607
2024
Q1
$20.9K Buy
496
+3
+0.6% +$114 ﹤0.01% 1797
2023
Q4
$16.4K Buy
493
+3
+0.6% +$116 ﹤0.01% 1861
2023
Q3
$19.1K Buy
490
+12
+3% +$501 ﹤0.01% 1665
2023
Q2
$16.9K Sell
478
-57
-11% -$1.94K ﹤0.01% 1746
2023
Q1
$16.6K Sell
535
-190
-26% -$8.2K ﹤0.01% 1718
2022
Q4
$35.9K Buy
725
+248
+52% +$11.8K ﹤0.01% 1235
2022
Q3
$24K Buy
477
+222
+87% +$9.34K ﹤0.01% 1314
2022
Q2
$11K Buy
255
+19
+8% +$883 ﹤0.01% 1592
2022
Q1
$11K Buy
+236
New +$8.13K ﹤0.01% 1583
2021
Q4
– Sell
-787
Closed -$22K – 907
2021
Q3
$22K Hold
787
– – ﹤0.01% 1176
2021
Q2
$26K Buy
787
+1
+0.1% +$29 ﹤0.01% 1105
2021
Q1
$21K Buy
786
+97
+14% +$2.68K ﹤0.01% 1092
2020
Q4
$16K Buy
689
+98
+17% +$1.9K ﹤0.01% 1108
2020
Q3
$9K Buy
591
+167
+39% +$2.91K ﹤0.01% 1170
2020
Q2
$8K Buy
424
+111
+35% +$2.16K ﹤0.01% 1166
2020
Q1
$5K Buy
313
+223
+248% +$7.86K ﹤0.01% 1221
2019
Q4
$4K Hold
90
– – ﹤0.01% 1371
2019
Q3
$4K Hold
90
– – ﹤0.01% 1345
2019
Q2
$5K Hold
90
– – ﹤0.01% 1285
2019
Q1
$5K Hold
90
– – ﹤0.01% 1239
2018
Q4
$4K Sell
90
-99
-52% -$6.08K ﹤0.01% 1211
2018
Q3
$13K Buy
189
+90
+91% +$5.75K ﹤0.01% 956
2018
Q2
$6K Hold
99
– – ﹤0.01% 1156
2018
Q1
$7K Hold
99
– – ﹤0.01% 1069
2017
Q4
$6K Hold
99
– – ﹤0.01% 1064
2017
Q3
$5K Sell
99
-3,573
-97% -$177K ﹤0.01% 1001
2017
Q2
$200K Buy
3,672
+1,312
+56% +$76.9K 0.09% 202
2017
Q1
$157K Buy
2,360
+2,327
+7,052% +$166K 0.09% 214
2016
Q4
$3K Buy
+33
New +$2.34K ﹤0.01% 917

Other funds holding HP

Global Retirement Partners's HP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Helmerich & Payne (HP) in Q2 2026: 411 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #3260 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HP as recently as Q4 2025.

Global Retirement Partners first reported a position in HP in Q4 2016 and has held it in 36 quarters since. The position peaked at $200K in Q2 2017. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Global Retirement Partners held 411 shares of Helmerich & Payne worth $13.5K as of Q2 2026.
  • Helmerich & Payne was a new Global Retirement Partners position in Q2 2026.
  • Helmerich & Payne made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3260 holding.
  • Global Retirement Partners first reported a position in Helmerich & Payne in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's Helmerich & Payne position peaked at $200K in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.