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Waterloo Capital’s Helmerich & Payne HP Stock Holding History

Waterloo Capital’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 		$267K Buy
+7,405
New +$253K 0.02% 417

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VPM
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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

Waterloo Capital's HP Position: Q1 2026 in Review

Waterloo Capital opened a new position in Helmerich & Payne (HP) in Q1 2026: 7,405 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings.

374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Waterloo Capital held 7,405 shares of Helmerich & Payne worth $267K as of Q1 2026.
  • Helmerich & Payne was a new Waterloo Capital position in Q1 2026.
  • Helmerich & Payne made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #417 holding.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.