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

Wedge 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
2026
Q2 		$2.98M Sell
90,937
-4,313
-5% -$161K 0.05% 267
2026
Q1 		$3.43M Sell
95,250
-4,952
-5% -$169K 0.06% 247
2025
Q4 		$2.87M Sell
100,202
-93,771
-48% -$2.49M 0.05% 280
2025
Q3 		$4.28M Sell
193,973
-70,075
-27% -$1.29M 0.07% 228
2025
Q2 		$4M Buy
264,048
+94,625
+56% +$1.73M 0.07% 230
2025
Q1 		$4.43M Sell
169,423
-15,961
-9% -$464K 0.09% 206
2024
Q4 		$5.94M Buy
185,384
+5,376
+3% +$182K 0.11% 188
2024
Q3 		$5.48M Sell
180,008
-8,394
-4% -$290K 0.09% 199
2024
Q2 		$6.81M Buy
188,402
+21,852
+13% +$840K 0.12% 175
2024
Q1 		$7.01M Sell
166,550
-31,122
-16% -$1.18M 0.11% 194
2023
Q4 		$7.16M Buy
197,672
+78,983
+67% +$3.05M 0.13% 190
2023
Q3 		$5M Sell
118,689
-65,439
-36% -$2.73M 0.1% 224
2023
Q2 		$6.53M Buy
184,128
+58,619
+47% +$2M 0.1% 238
2023
Q1 		$4.49M Buy
+125,509
New +$5.42M 0.08% 274
2021
Q4 		– Sell
-509,635
Closed -$14M – 427
2021
Q3 		$14M Buy
509,635
+37,411
+8% +$1.04M 0.18% 204
2021
Q2 		$15.4M Buy
472,224
+66,837
+16% +$1.97M 0.19% 195
2021
Q1 		$10.9M Buy
405,387
+8,711
+2% +$241K 0.13% 224
2020
Q4 		$9.19M Sell
396,676
-153,879
-28% -$2.98M 0.11% 227
2020
Q3 		$8.07M Sell
550,555
-2,816
-0.5% -$49.1K 0.11% 209
2020
Q2 		$10.8M Buy
553,371
+197,525
+56% +$3.85M 0.15% 187
2020
Q1 		$5.57M Sell
355,846
-54,476
-13% -$1.92M 0.1% 226
2019
Q4 		$18.6M Sell
410,322
-5,116
-1% -$205K 0.21% 150
2019
Q3 		$16.6M Buy
415,438
+97,586
+31% +$4.3M 0.19% 153
2019
Q2 		$16.1M Buy
317,852
+3,046
+1% +$168K 0.18% 145
2019
Q1 		$17.5M Buy
+314,806
New +$17.2M 0.2% 140
2014
Q4 		– Sell
-181,336
Closed -$17.7M – 598
2014
Q3 		$17.7M Sell
181,336
-3,805
-2% -$404K 0.19% 163
2014
Q2 		$21.5M Sell
185,141
-2,925
-2% -$320K 0.22% 157
2014
Q1 		$20.2M Sell
188,066
-85,810
-31% -$7.98M 0.21% 148
2013
Q4 		$23M Sell
273,876
-44,400
-14% -$3.46M 0.24% 136
2013
Q3 		$21.9M Sell
318,276
-47,225
-13% -$3.12M 0.25% 146
2013
Q2 		$22.8M Buy
+365,501
New +$22.5M 0.27% 140

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Wedge Capital Management's HP Position: Q2 2026 in Review

Wedge Capital Management reduced its Helmerich & Payne (HP) stake by 4.5% in Q2 2026, selling an estimated $161K and leaving 90,937 shares worth $2.98M. The position accounts for 0.05% of the portfolio, ranked #267.

Wedge Capital Management first reported a position in HP in Q2 2013 and has held it in 31 quarters since. The position peaked at $23M in Q4 2013. 47 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Wedge Capital Management held 90,937 shares of Helmerich & Payne worth $2.98M as of Q2 2026.
  • Wedge Capital Management sold 4,313 Helmerich & Payne shares in Q2 2026, an estimated $161K.
  • Helmerich & Payne made up 0.05% of Wedge Capital Management's portfolio in Q2 2026, its #267 holding.
  • Wedge Capital Management first reported a position in Helmerich & Payne in Q2 2013 and has held it in 31 quarters since.
  • Wedge Capital Management's Helmerich & Payne position peaked at $23M in Q4 2013.
  • 47 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.