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High Note Wealth’s Helmerich & Payne HP Stock Holding History

High Note Wealth’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 		– Sell
-186
Closed -$6.7K – 986
2026
Q1 		$6.7K Hold
186
– – ﹤0.01% 447
2025
Q4 		$5.33K Sell
186
-57
-23% -$1.51K ﹤0.01% 477
2025
Q3 		$5.37K Sell
243
-42
-15% -$774 ﹤0.01% 438
2025
Q2 		$4.32K Buy
+285
New +$5.22K ﹤0.01% 492

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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

High Note Wealth's HP Position: Q2 2026 in Review

High Note Wealth sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 186 shares — an estimated $6.7K sold.

High Note Wealth first reported a position in HP in Q2 2025 and held it in 4 quarters. The position peaked at $6.7K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • High Note Wealth reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 186 Helmerich & Payne shares in Q2 2026, an estimated $6.7K.
  • High Note Wealth first reported a position in Helmerich & Payne in Q2 2025 and held it in 4 quarters.
  • High Note Wealth's Helmerich & Payne position peaked at $6.7K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.