Prestige Wealth Management Group’s Helmerich & Payne HP Stock Holding History

Prestige Wealth Management Group’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 Q1	$3.31K	Hold	92	–	–	﹤0.01%	637
2025 Q4	$2.64K	Hold	92	–	–	﹤0.01%	710
2025 Q3	$2.03K	Hold	92	–	–	﹤0.01%	739
2025 Q2	$1.4K	Buy	+92	New	+$1.69K	﹤0.01%	803
2024 Q2	–	Sell	-18	Closed	-$758	–	1016
2024 Q1	$758	Hold	18	–	–	﹤0.01%	899
2023 Q4	$652	Hold	18	–	–	﹤0.01%	918
2023 Q3	$759	Hold	18	–	–	﹤0.01%	916
2023 Q2	$639	Buy	+18	New	+$614	﹤0.01%	958
2021 Q1	–	Sell	-87	Closed	-$2K	–	991
2020 Q4	$2K	Buy	+87	New	+$1.69K	﹤0.01%	753
2019 Q1	–	Sell	-43	Closed	-$2K	–	781
2018 Q4	$2K	Buy	+43	New	+$2.64K	﹤0.01%	828

Other funds holding HP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

EARNEST Partners

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return