Spire Wealth Management’s Helmerich & Payne HP Stock Holding History

Spire Wealth 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	–	Sell	-50	Closed	-$1.8K	–	2304
2026 Q1	$1.8K	Hold	50	–	–	﹤0.01%	2059
2025 Q4	$1.43K	Hold	50	–	–	﹤0.01%	2149
2025 Q3	$1.1K	Hold	50	–	–	﹤0.01%	2258
2025 Q2	$758	Hold	50	–	–	﹤0.01%	2322
2025 Q1	$1.31K	Hold	50	–	–	﹤0.01%	2343
2024 Q4	$1.6K	Hold	50	–	–	﹤0.01%	2292
2024 Q3	$1.52K	Hold	50	–	–	﹤0.01%	2043
2024 Q2	$1.81K	Hold	50	–	–	﹤0.01%	2025
2024 Q1	$2.1K	Hold	50	–	–	﹤0.01%	2085
2023 Q4	$1.67K	Hold	50	–	–	﹤0.01%	2180
2023 Q3	$2.11K	Hold	50	–	–	﹤0.01%	2130
2023 Q2	$1.77K	Hold	50	–	–	﹤0.01%	2221
2023 Q1	$1.79K	Hold	50	–	–	﹤0.01%	2286
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	2051
2022 Q3	$2K	Sell	50 -507	-91%	-$21.3K	﹤0.01%	1952
2022 Q2	$24K	Buy	557 +7	+1%	+$325	﹤0.01%	1587
2022 Q1	$24K	Sell	550 -562	-51%	-$19.4K	﹤0.01%	1739
2021 Q4	$26K	Buy	1,112 +562	+102%	+$16K	﹤0.01%	2021
2021 Q3	$15K	Buy	550 +500	+1,000%	+$14K	﹤0.01%	1961
2021 Q2	$2K	Sell	50 -932	-95%	-$27.4K	﹤0.01%	2479
2021 Q1	$28K	Buy	+982	New	+$27.1K	﹤0.01%	2000

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Spire Wealth Management's HP Position: Q2 2026 in Review

Spire Wealth Management sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 50 shares — an estimated $1.8K sold.

Spire Wealth Management first reported a position in HP in Q1 2021 and held it in 21 quarters. The position peaked at $28K in Q1 2021. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

Spire Wealth Management reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 50 Helmerich & Payne shares in Q2 2026, an estimated $1.8K.
Spire Wealth Management first reported a position in Helmerich & Payne in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's Helmerich & Payne position peaked at $28K in Q1 2021.
373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.