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Principal Securities’s Helmerich & Payne HP Stock Holding History

Principal Securities’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 		– Sell
-462
Closed -$10.2K – 2308
2025
Q3 		$10.2K Sell
462
-839
-64% -$15.5K ﹤0.01% 2706
2025
Q2 		$19.7K Buy
1,301
+960
+282% +$17.6K ﹤0.01% 2327
2025
Q1 		$10.9K Hold
341
– – ﹤0.01% 2483
2024
Q4 		$10.9K Sell
341
-60
-15% -$2.04K ﹤0.01% 2479
2024
Q3 		$12.2K Sell
401
-341
-46% -$11.8K ﹤0.01% 2345
2024
Q2 		$26.8K Sell
742
-155
-17% -$5.96K ﹤0.01% 1908
2024
Q1 		$37.7K Sell
897
-78
-8% -$2.95K ﹤0.01% 1698
2023
Q4 		$35.3K Buy
+975
New +$37.7K ﹤0.01% 1634

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's HP Position: Q4 2025 in Review

Principal Securities sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 462 shares — an estimated $10.2K sold.

Principal Securities first reported a position in HP in Q4 2023 and held it in 8 quarters. The position peaked at $37.7K in Q1 2024. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Principal Securities reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 462 Helmerich & Payne shares in Q4 2025, an estimated $10.2K.
  • Principal Securities first reported a position in Helmerich & Payne in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Helmerich & Payne position peaked at $37.7K in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.