IEQ Capital’s Helmerich & Payne HP Stock Holding History

IEQ Capital’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	-15,112	Closed	-$395K	–	1904
2025 Q1	$395K	Buy	15,112 +6,032	+66%	+$175K	﹤0.01%	1083
2024 Q4	$291K	Buy	+9,080	New	+$308K	﹤0.01%	1035

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

IEQ Capital's HP Position: Q2 2025 in Review

IEQ Capital sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 15,112 shares — an estimated $395K sold.

IEQ Capital first reported a position in HP in Q4 2024 and held it in 2 quarters. The position peaked at $395K in Q1 2025. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

IEQ Capital reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 15,112 Helmerich & Payne shares in Q2 2025, an estimated $395K.
IEQ Capital first reported a position in Helmerich & Payne in Q4 2024 and held it in 2 quarters.
IEQ Capital's Helmerich & Payne position peaked at $395K in Q1 2025.
340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.