OP
HP icon

ORG Partners’s Helmerich & Payne HP Stock Holding History

ORG Partners’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 		$3.87K Sell
135
-810
-86% -$21.5K ﹤0.01% 1289
2025
Q3 		$20.9K Buy
945
+500
+112% +$9.22K ﹤0.01% 789
2025
Q2 		$7.08K Sell
445
-17
-4% -$312 ﹤0.01% 972
2025
Q1 		$12.2K Buy
+462
New +$13.4K ﹤0.01% 763
2023
Q3 		– Sell
-283
Closed -$10.1K – 1466
2023
Q2 		$10.1K Buy
+283
New +$9.65K ﹤0.01% 969

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Partners's HP Position: Q4 2025 in Review

ORG Partners reduced its Helmerich & Payne (HP) stake by 86% in Q4 2025, selling an estimated $21.5K and leaving 135 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

ORG Partners first reported a position in HP in Q2 2023 and has held it in 5 quarters since. The position peaked at $20.9K in Q3 2025. 359 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • ORG Partners held 135 shares of Helmerich & Payne worth $3.87K as of Q4 2025.
  • ORG Partners sold 810 Helmerich & Payne shares in Q4 2025, an estimated $21.5K.
  • Helmerich & Payne made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1289 holding.
  • ORG Partners first reported a position in Helmerich & Payne in Q2 2023 and has held it in 5 quarters since.
  • ORG Partners's Helmerich & Payne position peaked at $20.9K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.