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

Private 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 		$12.4K Hold
379
– – ﹤0.01% 522
2026
Q1 		$13.7K Sell
379
-17
-4% -$580 ﹤0.01% 436
2025
Q4 		$11.4K Hold
396
– – ﹤0.01% 475
2025
Q3 		$8.75K Hold
396
– – ﹤0.01% 562
2025
Q2 		$6K Buy
396
+240
+154% +$4.4K ﹤0.01% 674
2025
Q1 		$4.08K Buy
156
+122
+359% +$3.55K ﹤0.01% 798
2024
Q4 		$1.09K Buy
+34
New +$1.15K ﹤0.01% 1277
2024
Q2 		– Sell
-206
Closed -$8.66K – 1555
2024
Q1 		$8.66K Sell
206
-30
-13% -$1.14K ﹤0.01% 452
2023
Q4 		$8.55K Buy
+236
New +$9.13K ﹤0.01% 442

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Private Wealth Management Group held its Helmerich & Payne (HP) position steady in Q2 2026 at 379 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Private Wealth Management Group first reported a position in HP in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.7K in Q1 2026. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Private Wealth Management Group held 379 shares of Helmerich & Payne worth $12.4K as of Q2 2026.
  • Private Wealth Management Group left its Helmerich & Payne share count unchanged in Q2 2026.
  • Helmerich & Payne made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #522 holding.
  • Private Wealth Management Group first reported a position in Helmerich & Payne in Q4 2023 and has held it in 9 quarters since.
  • Private Wealth Management Group's Helmerich & Payne position peaked at $13.7K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.