Institute for Wealth Management’s Helmerich & Payne HP Stock Holding History

Institute for 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	$922	Buy	+28	New	+$1.05K	﹤0.01%	1669

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's HP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Helmerich & Payne (HP) in Q2 2026: 28 shares worth $922. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings.

176 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Institute for Wealth Management held 28 shares of Helmerich & Payne worth $922 as of Q2 2026.
Helmerich & Payne was a new Institute for Wealth Management position in Q2 2026.
Helmerich & Payne made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1669 holding.
176 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.