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Mirabella Financial Services’s Helmerich & Payne HP Stock Holding History

Mirabella Financial Services’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
Q4 		– Sell
-10,330
Closed -$228K – 723
2025
Q3 		$228K Buy
+10,330
New +$190K 0.02% 212
2024
Q2 		– Sell
-5,089
Closed -$214K – 540
2024
Q1 		$214K Sell
5,089
-13,419
-73% -$508K 0.02% 445
2023
Q4 		$670K Buy
+18,508
New +$716K 0.09% 170

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's HP Position: Q4 2025 in Review

Mirabella Financial Services sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 10,330 shares — an estimated $228K sold.

Mirabella Financial Services first reported a position in HP in Q4 2023 and held it in 3 quarters. The position peaked at $670K in Q4 2023. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Mirabella Financial Services reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 10,330 Helmerich & Payne shares in Q4 2025, an estimated $228K.
  • Mirabella Financial Services first reported a position in Helmerich & Payne in Q4 2023 and held it in 3 quarters.
  • Mirabella Financial Services's Helmerich & Payne position peaked at $670K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Mirabella Financial Services's 13F filing for Q4 2025, filed 17 Feb 2026.