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Summit Securities Group’s Helmerich & Payne HP Stock Holding History

Summit Securities Group’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
2015
Q2 		– Sell
-30
Closed -$100K – 526
2015
Q1 		$100K Buy
+30
New +$1.96K 0.07% 123

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State Street
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VCM
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American Century Companies
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's HP Position: Q1 2026 in Review

Summit Securities Group reduced its Helmerich & Payne (HP) stake by 88% in Q1 2026, selling an estimated $5.97K and leaving 25 shares worth $901. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Summit Securities Group first reported a position in HP in Q4 2013 and has held it in 11 quarters since. The position peaked at $109K in Q4 2013. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Summit Securities Group held 25 shares of Helmerich & Payne worth $901 as of Q1 2026.
  • Summit Securities Group sold 175 Helmerich & Payne shares in Q1 2026, an estimated $5.97K.
  • Helmerich & Payne made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #994 holding.
  • Summit Securities Group first reported a position in Helmerich & Payne in Q4 2013 and has held it in 11 quarters since.
  • Summit Securities Group's Helmerich & Payne position peaked at $109K in Q4 2013.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.