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Grant Private Wealth Management’s Helmerich & Payne HP Stock Holding History

Grant Private Wealth Management’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 		$325K Buy
9,925
+2,815
+40% +$105K 0.14% 118
2026
Q1 		$256K Buy
+7,110
New +$242K 0.14% 132

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Grant Private Wealth Management's HP Position: Q2 2026 in Review

Grant Private Wealth Management increased its Helmerich & Payne (HP) stake by 40% in Q2 2026, buying an estimated $105K and bringing the position to 9,925 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #118.

Grant Private Wealth Management first reported a position in HP in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Grant Private Wealth Management held 9,925 shares of Helmerich & Payne worth $325K as of Q2 2026.
  • Grant Private Wealth Management bought 2,815 Helmerich & Payne shares in Q2 2026, an estimated $105K.
  • Helmerich & Payne made up 0.14% of Grant Private Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Grant Private Wealth Management first reported a position in Helmerich & Payne in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.