True Wealth Design’s Helmerich & Payne HP Stock Holding History

True Wealth Design’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
2025 Q2	–	Sell	-59	Closed	-$1.54K	–	2683
2025 Q1	$1.54K	Buy	+59	New	+$1.72K	﹤0.01%	1101

Other funds holding HP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's HP Position: Q2 2025 in Review

True Wealth Design sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 59 shares — an estimated $1.54K sold.

True Wealth Design first reported a position in HP in Q1 2025 and held it in 1 quarter. The position peaked at $1.54K in Q1 2025. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

True Wealth Design reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 59 Helmerich & Payne shares in Q2 2025, an estimated $1.54K.
True Wealth Design first reported a position in Helmerich & Payne in Q1 2025 and held it in 1 quarter.
True Wealth Design's Helmerich & Payne position peaked at $1.54K in Q1 2025.
340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.