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Sigma Planning Corp’s Helmerich & Payne HP Stock Holding History

Sigma Planning Corp’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 		$628K Sell
19,179
-9
-0% -$337 0.02% 808
2026
Q1 		$691K Sell
19,188
-1,994
-9% -$68K 0.02% 717
2025
Q4 		$607K Sell
21,182
-16
-0.1% -$425 0.02% 724
2025
Q3 		$468K Sell
21,198
-721
-3% -$13.3K 0.01% 847
2025
Q2 		$332K Buy
+21,919
New +$402K 0.01% 954
2019
Q3 		– Sell
-9,659
Closed -$489K – 1026
2019
Q2 		$489K Buy
+9,659
New +$532K 0.03% 556

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sigma Planning Corp's HP Position: Q2 2026 in Review

Sigma Planning Corp reduced its Helmerich & Payne (HP) stake by 0.05% in Q2 2026, selling an estimated $337 and leaving 19,179 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #808.

Sigma Planning Corp first reported a position in HP in Q2 2019 and has held it in 6 quarters since. The position peaked at $691K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Sigma Planning Corp held 19,179 shares of Helmerich & Payne worth $628K as of Q2 2026.
  • Sigma Planning Corp sold 9 Helmerich & Payne shares in Q2 2026, an estimated $337.
  • Helmerich & Payne made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #808 holding.
  • Sigma Planning Corp first reported a position in Helmerich & Payne in Q2 2019 and has held it in 6 quarters since.
  • Sigma Planning Corp's Helmerich & Payne position peaked at $691K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.