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Retirement Wealth Solutions’s Helmerich & Payne HP Stock Holding History

Retirement Wealth Solutions’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
-1
Closed -$21 – 799
2025
Q3 		$21 Sell
1
-62
-98% -$1.14K ﹤0.01% 812
2025
Q2 		$955 Buy
63
+1
+2% +$18 ﹤0.01% 389
2025
Q1 		$1.62K Buy
62
+1
+2% +$29 ﹤0.01% 366
2024
Q4 		$2.1K Buy
+61
New +$2.07K ﹤0.01% 360

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 $3.38T AUM 44.17% 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

Retirement Wealth Solutions's HP Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 1 share — an estimated $21 sold.

Retirement Wealth Solutions first reported a position in HP in Q4 2024 and held it in 4 quarters. The position peaked at $2.1K in Q4 2024. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 Helmerich & Payne share in Q4 2025, an estimated $21.
  • Retirement Wealth Solutions first reported a position in Helmerich & Payne in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's Helmerich & Payne position peaked at $2.1K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.