Orion Portfolio Solutions’s Helmerich & Payne HP Stock Holding History

Orion Portfolio Solutions’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 Q1	$437K	Buy	16,731 +2,580	+18%	+$75K	﹤0.01%	1477
2024 Q4	$453K	Sell	14,151 -781	-5%	-$26.5K	﹤0.01%	1385
2024 Q3	$454K	Sell	14,932 -1,282	-8%	-$44.3K	﹤0.01%	1369
2024 Q2	$586K	Buy	16,214 +3,524	+28%	+$136K	0.01%	1221
2024 Q1	$534K	Buy	12,690 +109	+0.9%	+$4.12K	0.01%	1239
2023 Q4	$430K	Sell	12,581 -7,091	-36%	-$274K	0.01%	1270
2023 Q3	$829K	Sell	19,672 -1,684	-8%	-$70.3K	0.01%	1009
2023 Q2	$757K	Buy	21,356 +2,007	+10%	+$68.5K	0.01%	1059
2023 Q1	$692K	Buy	+19,349	New	+$835K	0.01%	1020
2020 Q3	–	Sell	-163	Closed	-$3K	–	1130
2020 Q2	$3K	Sell	163 -253	-61%	-$4.93K	﹤0.01%	1645
2020 Q1	$7K	Buy	416 +199	+92%	+$7.01K	﹤0.01%	1190
2019 Q4	$10K	Buy	+217	New	+$8.7K	﹤0.01%	999

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's HP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Helmerich & Payne (HP) stake by 18% in Q1 2025, buying an estimated $75K and bringing the position to 16,731 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Orion Portfolio Solutions first reported a position in HP in Q4 2019 and has held it in 12 quarters since. The position peaked at $829K in Q3 2023. 352 funds tracked by Wall St. Rank hold HP as of Q1 2025.

Orion Portfolio Solutions held 16,731 shares of Helmerich & Payne worth $437K as of Q1 2025.
Orion Portfolio Solutions bought 2,580 Helmerich & Payne shares in Q1 2025, an estimated $75K.
Helmerich & Payne made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1477 holding.
Orion Portfolio Solutions first reported a position in Helmerich & Payne in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Helmerich & Payne position peaked at $829K in Q3 2023.
352 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.