Root Financial Partners
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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
Q3 		$19.9K Buy
+536
New +$20.8K ﹤0.01% 1558
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% +$5.6K ﹤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: Q3 2026 in Review

Root Financial Partners opened a new position in Helmerich & Payne (HP) in Q3 2026: 536 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HP as recently as Q1 2026.

Root Financial Partners first reported a position in HP in Q3 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold HP as of Q3 2026.

  • Root Financial Partners held 536 shares of Helmerich & Payne worth $19.9K as of Q3 2026.
  • Helmerich & Payne was a new Root Financial Partners position in Q3 2026.
  • Helmerich & Payne made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1558 holding.
  • Root Financial Partners first reported a position in Helmerich & Payne in Q3 2025 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.