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Vanguard Personalized Indexing Management’s Helmerich & Payne HP Stock Holding History

Vanguard Personalized Indexing Management’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 		$1.09M Buy
30,121
+1,797
+6% +$61.3K 0.01% 888
2025
Q4 		$812K Buy
28,324
+1,921
+7% +$51K 0.01% 1023
2025
Q3 		$583K Buy
26,403
+3,707
+16% +$68.3K 0.01% 1177
2025
Q2 		$344K Buy
22,696
+6,399
+39% +$117K ﹤0.01% 1378
2025
Q1 		$426K Sell
16,297
-2,713
-14% -$78.9K 0.01% 1186
2024
Q4 		$609K Sell
19,010
-3,030
-14% -$103K 0.01% 1016
2024
Q3 		$670K Buy
22,040
+38
+0.2% +$1.31K 0.01% 955
2024
Q2 		$795K Buy
22,002
+513
+2% +$19.7K 0.02% 788
2024
Q1 		$904K Buy
21,489
+955
+5% +$36.1K 0.02% 718
2023
Q4 		$744K Sell
20,534
-2,009
-9% -$77.7K 0.02% 795
2023
Q3 		$950K Buy
22,543
+869
+4% +$36.3K 0.03% 584
2023
Q2 		$768K Buy
21,674
+3,477
+19% +$119K 0.02% 699
2023
Q1 		$651K Buy
18,197
+3,449
+23% +$149K 0.02% 743
2022
Q4 		$731K Sell
14,748
-874
-6% -$41.6K 0.03% 644
2022
Q3 		$578K Buy
15,622
+1,610
+11% +$67.7K 0.03% 729
2022
Q2 		$603K Buy
14,012
+2,856
+26% +$133K 0.03% 724
2022
Q1 		$477K Buy
11,156
+2,232
+25% +$76.9K 0.02% 852
2021
Q4 		$211K Buy
+8,924
New +$254K 0.01% 977

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Vanguard Personalized Indexing Management's HP Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Helmerich & Payne (HP) stake by 6.3% in Q1 2026, buying an estimated $61.3K and bringing the position to 30,121 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #888.

Vanguard Personalized Indexing Management first reported a position in HP in Q4 2021 and has held it in 18 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Vanguard Personalized Indexing Management held 30,121 shares of Helmerich & Payne worth $1.09M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 1,797 Helmerich & Payne shares in Q1 2026, an estimated $61.3K.
  • Helmerich & Payne made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #888 holding.
  • Vanguard Personalized Indexing Management first reported a position in Helmerich & Payne in Q4 2021 and has held it in 18 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.