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Smartleaf Asset Management’s Helmerich & Payne HP Stock Holding History

Smartleaf Asset Management’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 		$98.7K Hold
2,960
– – ﹤0.01% 1184
2026
Q1 		$106K Sell
2,960
-775
-21% -$26.4K ﹤0.01% 1085
2025
Q4 		$108K Buy
3,735
+1,248
+50% +$33.1K ﹤0.01% 1148
2025
Q3 		$55.5K Buy
2,487
+437
+21% +$8.06K ﹤0.01% 1345
2025
Q2 		$31.6K Sell
2,050
-565
-22% -$10.4K ﹤0.01% 1358
2025
Q1 		$66.1K Sell
2,615
-190
-7% -$5.52K 0.01% 1014
2024
Q4 		$88.1K Buy
2,805
+1,268
+82% +$43K 0.01% 898
2024
Q3 		$46.1K Buy
1,537
+34
+2% +$1.17K 0.01% 945
2024
Q2 		$53.5K Buy
1,503
+551
+58% +$21.2K 0.01% 723
2024
Q1 		$40.2K Buy
952
+106
+13% +$4.01K 0.01% 725
2023
Q4 		$21.1K Buy
+846
New +$32.7K 0.01% 664

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

Smartleaf Asset Management's HP Position: Q2 2026 in Review

Smartleaf Asset Management held its Helmerich & Payne (HP) position steady in Q2 2026 at 2,960 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Smartleaf Asset Management first reported a position in HP in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q4 2025. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Smartleaf Asset Management held 2,960 shares of Helmerich & Payne worth $98.7K as of Q2 2026.
  • Smartleaf Asset Management left its Helmerich & Payne share count unchanged in Q2 2026.
  • Helmerich & Payne made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1184 holding.
  • Smartleaf Asset Management first reported a position in Helmerich & Payne in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Helmerich & Payne position peaked at $108K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.