Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Helmerich & Payne HP Stock Holding History

Northwestern Mutual Wealth 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
2026
Q1 		$22.4K Sell
623
-75
-11% -$2.56K ﹤0.01% 2761
2025
Q4 		$20K Buy
698
+192
+38% +$5.1K ﹤0.01% 2748
2025
Q3 		$11.2K Sell
506
-7,403
-94% -$136K ﹤0.01% 2868
2025
Q2 		$120K Buy
7,909
+6,483
+455% +$119K ﹤0.01% 1940
2025
Q1 		$37.2K Buy
1,426
+67
+5% +$1.95K ﹤0.01% 2281
2024
Q4 		$43.5K Buy
1,359
+303
+29% +$10.3K ﹤0.01% 2226
2024
Q3 		$32.1K Buy
1,056
+126
+14% +$4.35K ﹤0.01% 2310
2024
Q2 		$33.6K Sell
930
-208
-18% -$8K ﹤0.01% 2229
2024
Q1 		$47.9K Sell
1,138
-699
-38% -$26.4K ﹤0.01% 2098
2023
Q4 		$66.5K Buy
1,837
+621
+51% +$24K ﹤0.01% 1938
2023
Q3 		$51.3K Hold
1,216
– – ﹤0.01% 1964
2023
Q2 		$43.1K Sell
1,216
-517
-30% -$17.6K ﹤0.01% 2038
2023
Q1 		$62K Hold
1,733
– – ﹤0.01% 1870
2022
Q4 		$85.9K Buy
1,733
+672
+63% +$32K ﹤0.01% 1719
2022
Q3 		$39K Buy
1,061
+27
+3% +$1.14K ﹤0.01% 1984
2022
Q2 		$44K Buy
1,034
+390
+61% +$18.1K ﹤0.01% 1967
2022
Q1 		$27K Buy
644
+75
+13% +$2.58K ﹤0.01% 2179
2021
Q4 		$13K Sell
569
-1,795
-76% -$51.1K ﹤0.01% 2475
2021
Q3 		$65K Buy
2,364
+17
+0.7% +$475 ﹤0.01% 1799
2021
Q2 		$77K Sell
2,347
-857
-27% -$25.2K ﹤0.01% 1706
2021
Q1 		$87K Hold
3,204
– – ﹤0.01% 1539
2020
Q4 		$74K Sell
3,204
-312
-9% -$6.05K ﹤0.01% 1521
2020
Q3 		$52K Sell
3,516
-17
-0.5% -$296 ﹤0.01% 1489
2020
Q2 		$69K Sell
3,533
-265
-7% -$5.17K ﹤0.01% 1346
2020
Q1 		$60K Buy
3,798
+2,543
+203% +$89.6K ﹤0.01% 1313
2019
Q4 		$57K Sell
1,255
-765
-38% -$30.7K ﹤0.01% 1421
2019
Q3 		$81K Buy
2,020
+22
+1% +$971 ﹤0.01% 1236
2019
Q2 		$102K Sell
1,998
-9,870
-83% -$543K ﹤0.01% 1112
2019
Q1 		$660K Sell
11,868
-22
-0.2% -$1.2K ﹤0.01% 545
2018
Q4 		$571K Buy
11,890
+1,082
+10% +$66.4K ﹤0.01% 533
2018
Q3 		$695K Sell
10,808
-98
-0.9% -$6.26K ﹤0.01% 497
2018
Q2 		$695K Sell
10,906
-1,415
-11% -$96.3K ﹤0.01% 473
2018
Q1 		$821K Buy
12,321
+2,838
+30% +$191K 0.01% 432
2017
Q4 		$613K Buy
9,483
+9,448
+26,994% +$530K ﹤0.01% 474
2017
Q3 		$2K Sell
35
-333
-90% -$16.5K ﹤0.01% 1977
2017
Q2 		$20K Buy
368
+270
+276% +$15.8K ﹤0.01% 1393
2017
Q1 		$7K Sell
98
-189
-66% -$13.5K ﹤0.01% 1648
2016
Q4 		$23K Buy
+287
New +$20.4K ﹤0.01% 1307
2016
Q3 		– Sell
-1,385
Closed -$92K – 756
2016
Q2 		$92K Sell
1,385
-1,838
-57% -$114K ﹤0.01% 750
2016
Q1 		$193K Buy
3,223
+843
+35% +$44.6K ﹤0.01% 574
2015
Q4 		$129K Buy
2,380
+360
+18% +$19.9K ﹤0.01% 587
2015
Q3 		$95K Buy
2,020
+121
+6% +$6.85K ﹤0.01% 594
2015
Q2 		$134K Buy
1,899
+40
+2% +$2.96K ﹤0.01% 500
2015
Q1 		$127K Buy
1,859
+1,531
+467% +$100K ﹤0.01% 497
2014
Q4 		$22K Buy
+328
New +$25.6K ﹤0.01% 860
2014
Q3 		– Sell
-2,436
Closed -$283K – 1394
2014
Q2 		$283K Buy
2,436
+1,274
+110% +$140K 0.01% 344
2014
Q1 		$125K Buy
+1,162
New +$108K 0.01% 446
2013
Q4 		– Sell
-389
Closed -$26K – 1458
2013
Q3 		$26K Buy
389
+110
+39% +$7.26K ﹤0.01% 687
2013
Q2 		$18K Buy
+279
New +$17.2K ﹤0.01% 732

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

Northwestern Mutual Wealth Management's HP Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Helmerich & Payne (HP) stake by 11% in Q1 2026, selling an estimated $2.56K and leaving 623 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Northwestern Mutual Wealth Management first reported a position in HP in Q2 2013 and has held it in 49 quarters since. The position peaked at $821K in Q1 2018. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Northwestern Mutual Wealth Management held 623 shares of Helmerich & Payne worth $22.4K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 75 Helmerich & Payne shares in Q1 2026, an estimated $2.56K.
  • Helmerich & Payne made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2761 holding.
  • Northwestern Mutual Wealth Management first reported a position in Helmerich & Payne in Q2 2013 and has held it in 49 quarters since.
  • Northwestern Mutual Wealth Management's Helmerich & Payne position peaked at $821K in Q1 2018.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.