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

Yousif 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 		$943K Sell
28,798
-1,102
-4% -$41.2K 0.01% 1091
2026
Q1 		$1.08M Buy
29,900
+93
+0.3% +$3.17K 0.01% 1014
2025
Q4 		$953K Sell
29,807
-4,142
-12% -$110K 0.01% 1107
2025
Q3 		$750K Sell
33,949
-5,765
-15% -$106K 0.01% 1252
2025
Q2 		$602K Buy
39,714
+928
+2% +$17K 0.01% 1373
2025
Q1 		$1.01M Buy
38,786
+1,413
+4% +$41.1K 0.01% 1106
2024
Q4 		$1.2M Sell
37,373
-758
-2% -$25.7K 0.01% 1047
2024
Q3 		$1.16M Sell
38,131
-1,332
-3% -$46K 0.01% 1102
2024
Q2 		$1.43M Sell
39,463
-5,159
-12% -$198K 0.02% 930
2024
Q1 		$1.88M Sell
44,622
-6,114
-12% -$231K 0.02% 838
2023
Q4 		$1.84M Sell
50,736
-325
-0.6% -$12.6K 0.02% 862
2023
Q3 		$2.15M Sell
51,061
-4,897
-9% -$205K 0.03% 700
2023
Q2 		$1.98M Sell
55,958
-4,811
-8% -$164K 0.02% 785
2023
Q1 		$2.17M Sell
60,769
-8,624
-12% -$372K 0.03% 710
2022
Q4 		$3.44M Sell
69,393
-19,120
-22% -$910K 0.05% 457
2022
Q3 		$3.27M Sell
88,513
-2,969
-3% -$125K 0.05% 432
2022
Q2 		$3.94M Sell
91,482
-12,050
-12% -$560K 0.05% 387
2022
Q1 		$4.43M Sell
103,532
-367
-0.4% -$12.6K 0.05% 411
2021
Q4 		$2.46M Buy
+103,899
New +$2.96M 0.03% 829

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Yousif Capital Management reduced its Helmerich & Payne (HP) stake by 3.7% in Q2 2026, selling an estimated $41.2K and leaving 28,798 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #1091.

Yousif Capital Management first reported a position in HP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.43M in Q1 2022. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Yousif Capital Management held 28,798 shares of Helmerich & Payne worth $943K as of Q2 2026.
  • Yousif Capital Management sold 1,102 Helmerich & Payne shares in Q2 2026, an estimated $41.2K.
  • Helmerich & Payne made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1091 holding.
  • Yousif Capital Management first reported a position in Helmerich & Payne in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Helmerich & Payne position peaked at $4.43M in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.