Guardian Wealth Management (Illinois)’s Helmerich & Payne HP Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-153	Closed	-$4.02K	–	127
2025 Q1	$4.02K	Sell	153 -1	-0.6%	-$29	﹤0.01%	190
2024 Q4	$4.93K	Hold	154	–	–	﹤0.01%	188
2024 Q3	$4.68K	Hold	154	–	–	﹤0.01%	194
2024 Q2	$5.56K	Sell	154 -72	-32%	-$2.77K	﹤0.01%	188
2024 Q1	$9.53K	Hold	226	–	–	0.01%	165
2023 Q4	$8.2K	Sell	226 -95	-30%	-$3.67K	0.01%	176
2023 Q3	$13.6K	Hold	321	–	–	0.01%	147
2023 Q2	$11.4K	Hold	321	–	–	0.01%	152
2023 Q1	$11.5K	Sell	321 -4	-1%	-$173	0.01%	152
2022 Q4	$16.1K	Hold	325	–	–	0.02%	148
2022 Q3	$12K	Sell	325 -2	-0.6%	-$84	0.01%	155
2022 Q2	$14K	Sell	327 -2	-0.6%	-$93	0.02%	150
2022 Q1	$14K	Buy	329 +2	+0.6%	+$69	0.01%	162
2021 Q4	$8K	Buy	+327	New	+$9.32K	0.01%	175

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s HP Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 153 shares — an estimated $4.02K sold.

Guardian Wealth Management (Illinois) first reported a position in HP in Q4 2021 and held it in 14 quarters. The position peaked at $16.1K in Q4 2022. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 153 Helmerich & Payne shares in Q2 2025, an estimated $4.02K.
Guardian Wealth Management (Illinois) first reported a position in Helmerich & Payne in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Helmerich & Payne position peaked at $16.1K in Q4 2022.
340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.