Mercer Global Advisors
HP icon

Mercer Global Advisors’s Helmerich & Payne HP Stock Holding History

Mercer Global 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
Q1 		$266K Buy
+7,396
New +$252K ﹤0.01% 2552
2020
Q1 		– Sell
-5,189
Closed -$236K – 1166
2019
Q4 		$236K Sell
5,189
-397
-7% -$15.9K ﹤0.01% 1015
2019
Q3 		$223K Buy
5,586
+462
+9% +$20.4K 0.01% 993
2019
Q2 		$259K Sell
5,124
-107
-2% -$5.89K 0.01% 931
2019
Q1 		$291K Buy
+5,231
New +$285K 0.01% 827

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's HP Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Helmerich & Payne (HP) in Q1 2026: 7,396 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #2552 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in HP as recently as Q4 2019.

Mercer Global Advisors first reported a position in HP in Q1 2019 and has held it in 5 quarters since. The position peaked at $291K in Q1 2019. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Mercer Global Advisors held 7,396 shares of Helmerich & Payne worth $266K as of Q1 2026.
  • Helmerich & Payne was a new Mercer Global Advisors position in Q1 2026.
  • Helmerich & Payne made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2552 holding.
  • Mercer Global Advisors first reported a position in Helmerich & Payne in Q1 2019 and has held it in 5 quarters since.
  • Mercer Global Advisors's Helmerich & Payne position peaked at $291K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.