Plante Moran Financial Advisors’s Helmerich & Payne HP Stock Holding History

Plante Moran Financial Advisors’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	$1.11K	Buy	+34	New	+$1.27K	﹤0.01%	874
2022 Q1	–	Sell	-30	Closed	-$1K	–	886
2021 Q4	$1K	Buy	+30	New	+$855	﹤0.01%	961
2021 Q2	–	Sell	-111	Closed	-$3K	–	1005
2021 Q1	$3K	Buy	+111	New	+$3.07K	﹤0.01%	861
2018 Q2	–	Sell	-41	Closed	-$3K	–	889
2018 Q1	$3K	Hold	41	–	–	﹤0.01%	782
2017 Q4	$3K	Hold	41	–	–	﹤0.01%	752
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	725
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	744
2017 Q1	$3K	Hold	41	–	–	﹤0.01%	757
2016 Q4	$3K	Hold	41	–	–	﹤0.01%	798
2016 Q3	$3K	Hold	41	–	–	﹤0.01%	784
2016 Q2	$3K	Hold	41	–	–	﹤0.01%	722
2016 Q1	$2K	Buy	41 +7	+21%	+$370	﹤0.01%	723
2015 Q4	$2K	Buy	+34	New	+$1.88K	﹤0.01%	855
2015 Q1	–	Sell	-200	Closed	-$13K	–	752
2014 Q4	$13K	Hold	200	–	–	0.01%	482
2014 Q3	$20K	Buy	+200	New	+$21.3K	0.02%	405

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Plante Moran Financial Advisors's HP Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Helmerich & Payne (HP) in Q2 2026: 34 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in HP as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in HP in Q3 2014 and has held it in 15 quarters since. The position peaked at $20K in Q3 2014. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Plante Moran Financial Advisors held 34 shares of Helmerich & Payne worth $1.11K as of Q2 2026.
Helmerich & Payne was a new Plante Moran Financial Advisors position in Q2 2026.
Helmerich & Payne made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #874 holding.
Plante Moran Financial Advisors first reported a position in Helmerich & Payne in Q3 2014 and has held it in 15 quarters since.
Plante Moran Financial Advisors's Helmerich & Payne position peaked at $20K in Q3 2014.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.