Steward Partners Investment Advisory
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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
Q2 		$1.84K Buy
56
+51
+1,020% +$1.91K ﹤0.01% 4259
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

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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's HP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Helmerich & Payne (HP) stake by 1,020% in Q2 2026, buying an estimated $1.91K and bringing the position to 56 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

Steward Partners Investment Advisory first reported a position in HP in Q3 2018 and has held it in 18 quarters since. The position peaked at $56.8K in Q4 2022. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Steward Partners Investment Advisory held 56 shares of Helmerich & Payne worth $1.84K as of Q2 2026.
  • Steward Partners Investment Advisory bought 51 Helmerich & Payne shares in Q2 2026, an estimated $1.91K.
  • Helmerich & Payne made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4259 holding.
  • Steward Partners Investment Advisory first reported a position in Helmerich & Payne in Q3 2018 and has held it in 18 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 Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.