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Profit Investment Management’s Helmerich & Payne HP Stock Holding History

Profit Investment Management’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
-51,063
Closed -$1.13M – 45
2025
Q3 		$1.13M Sell
51,063
-30,699
-38% -$566K 1.42% 31
2025
Q2 		$1.24M Hold
81,762
– – 1.12% 40
2025
Q1 		$2.14M Buy
81,762
+5,301
+7% +$154K 1.98% 19
2024
Q4 		$2.45M Buy
76,461
+6,546
+9% +$222K 1.96% 19
2024
Q3 		$2.13M Sell
69,915
-29,634
-30% -$1.02M 1.67% 21
2024
Q2 		$3.6M Buy
99,549
+19,757
+25% +$760K 2.25% 12
2024
Q1 		$3.36M Buy
79,792
+27,101
+51% +$1.03M 1.9% 23
2023
Q4 		$1.91M Buy
+52,691
New +$2.04M 1.09% 34

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

Profit Investment Management's HP Position: Q4 2025 in Review

Profit Investment Management sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 51,063 shares — an estimated $1.13M sold.

Profit Investment Management first reported a position in HP in Q4 2023 and held it in 8 quarters. The position peaked at $3.6M in Q2 2024. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Profit Investment Management reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Profit Investment Management sold 51,063 Helmerich & Payne shares in Q4 2025, an estimated $1.13M.
  • Profit Investment Management first reported a position in Helmerich & Payne in Q4 2023 and held it in 8 quarters.
  • Profit Investment Management's Helmerich & Payne position peaked at $3.6M in Q2 2024.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.