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Root Financial Partners’s Helmerich & Payne HP Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-491
Closed -$17.7K – 1639
2026
Q1 		$17.7K Buy
491
+210
+75% +$7.16K ﹤0.01% 1393
2025
Q4 		$8.06K Buy
281
+211
+301% +$5.61K ﹤0.01% 1591
2025
Q3 		$1.55K Buy
+70
New +$1.29K ﹤0.01% 1997

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Root Financial Partners's HP Position: Q2 2026 in Review

Root Financial Partners sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 491 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in HP in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Root Financial Partners reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 491 Helmerich & Payne shares in Q2 2026, an estimated $17.7K.
  • Root Financial Partners first reported a position in Helmerich & Payne in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Helmerich & Payne position peaked at $17.7K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.