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RWA Wealth Partners’s Helmerich & Payne HP Stock Holding History

RWA 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
2026
Q1 		$721K Hold
20,000
– – 0.01% 391
2025
Q4 		$574K Hold
20,000
– – 0.01% 420
2025
Q3 		$442K Hold
20,000
– – 0.01% 465
2025
Q2 		$303K Buy
+20,000
New +$367K ﹤0.01% 507

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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

RWA Wealth Partners's HP Position: Q1 2026 in Review

RWA Wealth Partners held its Helmerich & Payne (HP) position steady in Q1 2026 at 20,000 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #391.

RWA Wealth Partners first reported a position in HP in Q2 2025 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • RWA Wealth Partners held 20,000 shares of Helmerich & Payne worth $721K as of Q1 2026.
  • RWA Wealth Partners left its Helmerich & Payne share count unchanged in Q1 2026.
  • Helmerich & Payne made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #391 holding.
  • RWA Wealth Partners first reported a position in Helmerich & Payne in Q2 2025 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.