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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HP Position History
Helmerich & Payne, Inc. • Energy
Quarters held
5
Latest value
$597K
Q3 2026
Peak value
$909K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $356K |
| Q4 2025 | $486K |
| Q1 2026 | $909K |
| Q2 2026 | $553K |
| Q3 2026 | $597K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $597K | 14.9K | — | — |
| Q2 2026 | $553K | 16.6K | — | — |
| Q1 2026 | $909K | 26.1K | — | — |
| Q4 2025 | $486K | 15.6K | — | — |
| Q3 2025 | $356K | 15.0K | — | — |
Other funds holding HP
$403.8M
$158.2M
$148.1M
$148.1M
$117.6M
$95.7M
$84.7M