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Tandem Financial’s Helmerich & Payne HP Stock Holding History

Tandem Financial’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 		– Sell
-12,897
Closed -$413K – 100
2025
Q4 		$413K Buy
+12,897
New +$343K 0.5% 35
2025
Q2 		– Sell
-12,479
Closed -$326K – 53
2025
Q1 		$326K Sell
12,479
-418
-3% -$12.2K 0.35% 42
2024
Q4 		$413K Buy
+12,897
New +$438K 0.44% 39

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 $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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

Tandem Financial's HP Position: Q1 2026 in Review

Tandem Financial sold out of Helmerich & Payne (HP) in Q1 2026, closing a stake of 12,897 shares — an estimated $413K sold.

Tandem Financial first reported a position in HP in Q4 2024 and held it in 3 quarters. The position peaked at $413K in Q4 2025. 375 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Tandem Financial reported no remaining Helmerich & Payne position as of Q1 2026 after selling out during the quarter.
  • Tandem Financial sold 12,897 Helmerich & Payne shares in Q1 2026, an estimated $413K.
  • Tandem Financial first reported a position in Helmerich & Payne in Q4 2024 and held it in 3 quarters.
  • Tandem Financial's Helmerich & Payne position peaked at $413K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.