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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
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

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Root Financial Partners's HP Position: Q1 2026 in Review

Root Financial Partners increased its Helmerich & Payne (HP) stake by 75% in Q1 2026, buying an estimated $7.16K and bringing the position to 491 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Root Financial Partners first reported a position in HP in Q3 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Root Financial Partners held 491 shares of Helmerich & Payne worth $17.7K as of Q1 2026.
  • Root Financial Partners bought 210 Helmerich & Payne shares in Q1 2026, an estimated $7.16K.
  • Helmerich & Payne made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1393 holding.
  • Root Financial Partners first reported a position in Helmerich & Payne in Q3 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.