QWP
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Quotient Wealth Partners’s Helmerich & Payne HP Stock Holding History

Quotient Wealth Partners’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
-16,966
Closed -$375K – 373
2025
Q3 		$375K Buy
16,966
+2
+0% +$37 0.01% 241
2025
Q2 		$257K Buy
16,964
+6,204
+58% +$114K 0.01% 296
2025
Q1 		$281K Buy
+10,760
New +$313K 0.01% 266

Other funds holding HP

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BlackRock New York $5.72T AUM 30.48% 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 $127B AUM 32.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quotient Wealth Partners's HP Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 16,966 shares — an estimated $375K sold.

Quotient Wealth Partners first reported a position in HP in Q1 2025 and held it in 3 quarters. The position peaked at $375K in Q3 2025. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 16,966 Helmerich & Payne shares in Q4 2025, an estimated $375K.
  • Quotient Wealth Partners first reported a position in Helmerich & Payne in Q1 2025 and held it in 3 quarters.
  • Quotient Wealth Partners's Helmerich & Payne position peaked at $375K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.