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Wealthspire Advisors (New York)’s Helmerich & Payne HP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-376
Closed -$8.31K – 1850
2025
Q3 		$8.31K Buy
+376
New +$6.93K ﹤0.01% 2115
2019
Q1 		– Sell
-92
Closed -$4K – 373
2018
Q4 		$4K Buy
+92
New +$5.65K ﹤0.01% 682

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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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s HP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 376 shares — an estimated $8.31K sold.

Wealthspire Advisors (New York) first reported a position in HP in Q4 2018 and held it in 2 quarters. The position peaked at $8.31K in Q3 2025. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 376 Helmerich & Payne shares in Q4 2025, an estimated $8.31K.
  • Wealthspire Advisors (New York) first reported a position in Helmerich & Payne in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Helmerich & Payne position peaked at $8.31K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.