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Legacy Financial Advisors’s Helmerich & Payne HP Stock Holding History

Legacy Financial Advisors’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 		$202K Buy
6,173
+25
+0.4% +$935 0.02% 426
2026
Q1 		$222K Buy
+6,148
New +$210K 0.03% 379
2025
Q1 		– Sell
-6,275
Closed -$201K – 369
2024
Q4 		$201K Buy
+6,275
New +$213K 0.03% 333
2024
Q3 		– Sell
-6,140
Closed -$222K – 364
2024
Q2 		$222K Sell
6,140
-124
-2% -$4.77K 0.04% 305
2024
Q1 		$263K Buy
6,264
+118
+2% +$4.46K 0.05% 269
2023
Q4 		$223K Buy
6,146
+6
+0.1% +$232 0.04% 276
2023
Q3 		$259K Hold
6,140
– – 0.05% 216
2023
Q2 		$218K Buy
6,140
+10
+0.2% +$341 0.04% 236
2023
Q1 		$219K Sell
6,130
-9
-0.1% -$388 0.04% 230
2022
Q4 		$304K Buy
6,139
+33
+0.5% +$1.57K 0.07% 175
2022
Q3 		$226K Buy
6,106
+9
+0.1% +$379 0.05% 198
2022
Q2 		$263K Hold
6,097
– – 0.07% 167
2022
Q1 		$261K Buy
+6,097
New +$210K 0.06% 188
2020
Q1 		– Sell
-6,045
Closed -$275K – 87
2019
Q4 		$275K Hold
6,045
– – 0.09% 100
2019
Q3 		$242K Sell
6,045
-44
-0.7% -$1.94K 0.08% 102
2019
Q2 		$308K Hold
6,089
– – 0.11% 90
2019
Q1 		$338K Sell
6,089
-761
-11% -$41.5K 0.11% 78
2018
Q4 		$328K Buy
6,850
+412
+6% +$25.3K 0.13% 70
2018
Q3 		$442K Buy
6,438
+45
+0.7% +$2.87K 0.16% 57
2018
Q2 		$412K Hold
6,393
– – 0.16% 60
2018
Q1 		$445K Buy
6,393
+348
+6% +$23.5K 0.18% 55
2017
Q4 		$390K Buy
+6,045
New +$339K 0.16% 57

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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

Legacy Financial Advisors's HP Position: Q2 2026 in Review

Legacy Financial Advisors increased its Helmerich & Payne (HP) stake by 0.41% in Q2 2026, buying an estimated $935 and bringing the position to 6,173 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #426.

Legacy Financial Advisors first reported a position in HP in Q4 2017 and has held it in 22 quarters since. The position peaked at $445K in Q1 2018. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Legacy Financial Advisors held 6,173 shares of Helmerich & Payne worth $202K as of Q2 2026.
  • Legacy Financial Advisors bought 25 Helmerich & Payne shares in Q2 2026, an estimated $935.
  • Helmerich & Payne made up 0.02% of Legacy Financial Advisors's portfolio in Q2 2026, its #426 holding.
  • Legacy Financial Advisors first reported a position in Helmerich & Payne in Q4 2017 and has held it in 22 quarters since.
  • Legacy Financial Advisors's Helmerich & Payne position peaked at $445K in Q1 2018.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.