Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Helmerich & Payne HP Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$553K Sell
16,594
-9,532
-36% -$357K ﹤0.01% 2591
2026
Q1 		$909K Buy
26,126
+10,494
+67% +$358K ﹤0.01% 1867
2025
Q4 		$486K Buy
15,632
+649
+4% +$17.2K ﹤0.01% 2503
2025
Q3 		$356K Buy
+14,983
New +$276K ﹤0.01% 2643
2025
Q1 		– Sell
-7,731
Closed -$248K – 3044
2024
Q4 		$248K Buy
+7,731
New +$262K ﹤0.01% 2535
2024
Q3 		– Sell
-5,696
Closed -$206K – 2856
2024
Q2 		$206K Buy
5,696
+566
+11% +$21.8K ﹤0.01% 2278
2024
Q1 		$216K Buy
+5,130
New +$194K ﹤0.01% 2140

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's HP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Helmerich & Payne (HP) stake by 36% in Q2 2026, selling an estimated $357K and leaving 16,594 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Wealth Enhancement Advisory Services first reported a position in HP in Q1 2024 and has held it in 7 quarters since. The position peaked at $909K in Q1 2026. 33 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,594 shares of Helmerich & Payne worth $553K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 9,532 Helmerich & Payne shares in Q2 2026, an estimated $357K.
  • Helmerich & Payne made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2591 holding.
  • Wealth Enhancement Advisory Services first reported a position in Helmerich & Payne in Q1 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Helmerich & Payne position peaked at $909K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.