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WealthTrak Capital Management’s Helmerich & Payne HP Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-10
Closed -$152 – 444
2025
Q2 		$152 Hold
10
– – ﹤0.01% 877
2025
Q1 		$262 Buy
+10
New +$291 ﹤0.01% 797

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Dimensional Fund Advisors
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State Street
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American Century Companies
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthTrak Capital Management's HP Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Helmerich & Payne (HP) in Q3 2025, closing a stake of 10 shares — an estimated $152 sold.

WealthTrak Capital Management first reported a position in HP in Q1 2025 and held it in 2 quarters. The position peaked at $262 in Q1 2025. 337 funds tracked by Wall St. Rank hold HP as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Helmerich & Payne position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Helmerich & Payne shares in Q3 2025, an estimated $152.
  • WealthTrak Capital Management first reported a position in Helmerich & Payne in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Helmerich & Payne position peaked at $262 in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.