Steward Partners Investment Advisory’s Helmerich & Payne HP Stock Holding History

Steward Partners Investment Advisory’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	$180	Hold	5	–	–	﹤0.01%	4319
2025 Q4	$143	Hold	5	–	–	﹤0.01%	4210
2025 Q3	$110	Sell	5 -4	-44%	-$74	﹤0.01%	4186
2025 Q2	$136	Buy	9 +5	+125%	+$92	﹤0.01%	4034
2025 Q1	$104	Sell	4 -28	-88%	-$814	﹤0.01%	3941
2024 Q4	$1.02K	Sell	32 -23	-42%	-$781	﹤0.01%	3746
2024 Q3	$1.67K	Hold	55	–	–	﹤0.01%	3462
2024 Q2	$1.99K	Hold	55	–	–	﹤0.01%	3285
2024 Q1	$2.31K	Buy	55 +51	+1,275%	+$1.93K	﹤0.01%	3266
2023 Q4	$145	Buy	+4	New	+$155	﹤0.01%	3426
2023 Q1	–	Sell	-1,145	Closed	-$56.8K	–	3357
2022 Q4	$56.8K	Buy	1,145 +1,000	+690%	+$47.6K	﹤0.01%	1783
2022 Q3	$5K	Buy	+145	New	+$6.1K	﹤0.01%	2760
2021 Q4	–	Sell	-200	Closed	-$5K	–	3239
2021 Q3	$5K	Buy	+200	New	+$5.58K	﹤0.01%	2804
2020 Q1	–	Sell	-19	Closed	–	–	2589
2019 Q4	$0	Sell	19 -244	-93%	-$9.79K	﹤0.01%	2651
2019 Q3	$10K	Sell	263 -150	-36%	-$6.62K	﹤0.01%	1984
2019 Q2	$20K	Buy	+413	New	+$22.7K	﹤0.01%	1707
2018 Q4	–	Sell	-348	Closed	-$24K	–	1364
2018 Q3	$24K	Buy	+348	New	+$22.2K	﹤0.01%	1479

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's HP Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Helmerich & Payne (HP) position steady in Q1 2026 at 5 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #4319.

Steward Partners Investment Advisory first reported a position in HP in Q3 2018 and has held it in 17 quarters since. The position peaked at $56.8K in Q4 2022. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Steward Partners Investment Advisory held 5 shares of Helmerich & Payne worth $180 as of Q1 2026.
Steward Partners Investment Advisory left its Helmerich & Payne share count unchanged in Q1 2026.
Helmerich & Payne made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4319 holding.
Steward Partners Investment Advisory first reported a position in Helmerich & Payne in Q3 2018 and has held it in 17 quarters since.
Steward Partners Investment Advisory's Helmerich & Payne position peaked at $56.8K in Q4 2022.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.