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Kestra Investment Management’s Helmerich & Payne HP Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-290
Closed -$7.58K – 684
2025
Q2 		$7.58K Hold
290
– – ﹤0.01% 747
2025
Q1 		$7.58K Sell
290
-561
-66% -$16.3K ﹤0.01% 645
2024
Q4 		$27.2K Buy
+851
New +$28.9K ﹤0.01% 655

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kestra Investment Management's HP Position: Q3 2025 in Review

Kestra Investment Management sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 290 shares — an estimated $7.58K sold.

Kestra Investment Management first reported a position in HP in Q4 2024 and held it in 3 quarters. The position peaked at $27.2K in Q4 2024. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • Kestra Investment Management reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 290 Helmerich & Payne shares in Q3 2025, an estimated $7.58K.
  • Kestra Investment Management first reported a position in Helmerich & Payne in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Helmerich & Payne position peaked at $27.2K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.