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 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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Olistico Wealth's HP Position: Q2 2026 in Review

Olistico Wealth held its Helmerich & Payne (HP) position steady in Q2 2026 at 11,000 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #82.

Olistico Wealth first reported a position in HP in Q4 2022 and has held it in 15 quarters since. The position peaked at $598K in Q4 2022. 33 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Olistico Wealth held 11,000 shares of Helmerich & Payne worth $360K as of Q2 2026.
Olistico Wealth left its Helmerich & Payne share count unchanged in Q2 2026.
Helmerich & Payne made up 0.15% of Olistico Wealth's portfolio in Q2 2026, its #82 holding.
Olistico Wealth first reported a position in Helmerich & Payne in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Helmerich & Payne position peaked at $598K in Q4 2022.
33 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.