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 Q2	$3.01K	Hold	92	–	–	﹤0.01%	688
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 $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 $3.37T AUM 44.26% 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

Prestige Wealth Management Group's HP Position: Q2 2026 in Review

Prestige Wealth Management Group held its Helmerich & Payne (HP) position steady in Q2 2026 at 92 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Prestige Wealth Management Group first reported a position in HP in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.31K in Q1 2026. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Prestige Wealth Management Group held 92 shares of Helmerich & Payne worth $3.01K as of Q2 2026.
Prestige Wealth Management Group left its Helmerich & Payne share count unchanged in Q2 2026.
Helmerich & Payne made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #688 holding.
Prestige Wealth Management Group first reported a position in Helmerich & Payne in Q4 2018 and has held it in 11 quarters since.
Prestige Wealth Management Group's Helmerich & Payne position peaked at $3.31K in Q1 2026.
373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.