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NewEdge Advisors’s Helmerich & Payne HP Stock Holding History

NewEdge 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
2025
Q3 		– Sell
-278
Closed -$4.21K – 4168
2025
Q2 		$4.21K Sell
278
-34,335
-99% -$629K ﹤0.01% 3452
2025
Q1 		$904K Buy
34,613
+34,526
+39,685% +$1M 0.01% 1243
2024
Q4 		$2.79K Hold
87
– – ﹤0.01% 3386
2024
Q3 		$2.65K Hold
87
– – ﹤0.01% 3332
2024
Q2 		$3.14K Sell
87
-83
-49% -$3.19K ﹤0.01% 3230
2024
Q1 		$7.15K Sell
170
-115
-40% -$4.35K ﹤0.01% 3011
2023
Q4 		$10.3K Buy
285
+37
+15% +$1.43K ﹤0.01% 2832
2023
Q3 		$10.5K Buy
248
+80
+48% +$3.34K ﹤0.01% 2562
2023
Q2 		$5.96K Buy
+168
New +$5.73K ﹤0.01% 2755
2023
Q1 		– Sell
-16
Closed -$793 – 3747
2022
Q4 		$793 Buy
+16
New +$762 ﹤0.01% 3092
2018
Q4 		– Sell
-6,374
Closed -$438K – 664
2018
Q3 		$438K Buy
6,374
+1,191
+23% +$76K 0.03% 394
2018
Q2 		$325 Buy
+5,183
New +$353K 0.03% 390
2017
Q3 		– Sell
-611
Closed -$32.6K – 688
2017
Q2 		$32.6K Sell
611
-4,410
-88% -$259K 0.01% 611
2017
Q1 		$341K Sell
5,021
-198
-4% -$14.1K 0.08% 191
2016
Q4 		$415K Buy
+5,219
New +$371K 0.12% 161

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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

NewEdge Advisors's HP Position: Q3 2025 in Review

NewEdge Advisors sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 278 shares — an estimated $4.21K sold.

NewEdge Advisors first reported a position in HP in Q4 2016 and held it in 15 quarters. The position peaked at $904K in Q1 2025. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • NewEdge Advisors reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 278 Helmerich & Payne shares in Q3 2025, an estimated $4.21K.
  • NewEdge Advisors first reported a position in Helmerich & Payne in Q4 2016 and held it in 15 quarters.
  • NewEdge Advisors's Helmerich & Payne position peaked at $904K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.