Olistico Wealth’s Helmerich & Payne HP Stock Holding History

Olistico Wealth’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 Q3	$371K	Sell	10,000 -1,000	-9%	-$38.7K	0.16%	80
2026 Q2	$360K	Hold	11,000	–	–	0.15%	82
2026 Q1	$396K	Sell	11,000 -1,065	-9%	-$36.3K	0.2%	71
2025 Q4	$346K	Hold	12,065	–	–	0.17%	73
2025 Q3	$267K	Hold	12,065	–	–	0.14%	83
2025 Q2	$183K	Sell	12,065 -500	-4%	-$9.17K	0.1%	101
2025 Q1	$328K	Hold	12,565	–	–	0.2%	77
2024 Q4	$402K	Hold	12,565	–	–	0.23%	70
2024 Q3	$382K	Hold	12,565	–	–	0.23%	76
2024 Q2	$454K	Hold	12,565	–	–	0.29%	66
2024 Q1	$528K	Hold	12,565	–	–	0.38%	57
2023 Q4	$455K	Hold	12,565	–	–	0.36%	63
2023 Q3	$530K	Hold	12,565	–	–	0.47%	54
2023 Q2	$445K	Buy	12,565 +500	+4%	+$17.1K	0.38%	64
2023 Q1	$431K	Hold	12,065	–	–	0.41%	61
2022 Q4	$598K	Buy	+12,065	New	+$574K	0.65%	46

Other funds holding HP

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Olistico Wealth's HP Position: Q3 2026 in Review

Olistico Wealth reduced its Helmerich & Payne (HP) stake by 9.1% in Q3 2026, selling an estimated $38.7K and leaving 10,000 shares worth $371K. The position accounts for 0.16% of the portfolio, ranked #80.

Olistico Wealth first reported a position in HP in Q4 2022 and has held it in 16 quarters since. The position peaked at $598K in Q4 2022. 57 funds tracked by Wall St. Rank hold HP as of Q3 2026.

Olistico Wealth held 10,000 shares of Helmerich & Payne worth $371K as of Q3 2026.
Olistico Wealth sold 1,000 Helmerich & Payne shares in Q3 2026, an estimated $38.7K.
Helmerich & Payne made up 0.16% of Olistico Wealth's portfolio in Q3 2026, its #80 holding.
Olistico Wealth first reported a position in Helmerich & Payne in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Helmerich & Payne position peaked at $598K in Q4 2022.
57 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.