180 Wealth Advisors’s BHP BHP Stock Holding History

180 Wealth Advisors’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1M	Sell	25,147 -964	-4%	-$80K	0.21%	120
2026 Q1	$1.9M	Buy	26,111 +124	+0.5%	+$8.76K	0.22%	116
2025 Q4	$1.57M	Buy	25,987 +1,275	+5%	+$72.4K	0.18%	119
2025 Q3	$1.38M	Buy	24,712 +452	+2%	+$24.1K	0.17%	126
2025 Q2	$1.17M	Buy	24,260 +2,543	+12%	+$122K	0.16%	130
2025 Q1	$1.05M	Buy	21,717 +1,624	+8%	+$80.9K	0.17%	129
2024 Q4	$981K	Buy	20,093 +345	+2%	+$18.8K	0.15%	129
2024 Q3	$1.23M	Buy	19,748 +1,730	+10%	+$95.5K	0.19%	112
2024 Q2	$1.05M	Sell	18,018 -27	-0.1%	-$1.57K	0.17%	117
2024 Q1	$1.04M	Buy	18,045 +159	+0.9%	+$9.52K	0.19%	114
2023 Q4	$1.21M	Buy	17,886 +23	+0.1%	+$1.39K	0.24%	103
2023 Q3	$1.02M	Sell	17,863 -182	-1%	-$10.6K	0.23%	106
2023 Q2	$1.1M	Sell	18,045 -778	-4%	-$46.4K	0.24%	104
2023 Q1	$1.19M	Sell	18,823 -161	-0.8%	-$10.4K	0.28%	96
2022 Q4	$1.35M	Buy	18,984 +504	+3%	+$28.3K	0.32%	90
2022 Q3	$925K	Buy	18,480 +2,030	+12%	+$107K	0.25%	95
2022 Q2	$890K	Sell	16,450 -4,771	-22%	-$296K	0.23%	106
2022 Q1	$1.47M	Sell	21,221 -706	-3%	-$42.9K	0.32%	83
2021 Q4	$1.27M	Buy	21,927 +1,938	+10%	+$96.9K	0.29%	93
2021 Q3	$1.02M	Buy	19,989 +7,490	+60%	+$457K	0.23%	110
2021 Q2	$864K	Buy	12,499 +887	+8%	+$58.7K	0.2%	114
2021 Q1	$760K	Buy	11,612 +6,835	+143%	+$440K	0.19%	123
2020 Q4	$304K	Buy	+4,777	New	+$239K	0.09%	222
2019 Q3	–	Sell	-8,883	Closed	-$419K	–	258
2019 Q2	$419K	Sell	8,883 -100	-1%	-$4.83K	0.19%	138
2019 Q1	$416K	Buy	8,983 +74	+0.8%	+$3.37K	0.19%	140
2018 Q4	$396K	Hold	8,909	–	–	0.18%	155
2018 Q3	$396K	Sell	8,909 -1,201	-12%	-$52K	0.18%	155
2018 Q2	$451K	Buy	+10,110	New	+$437K	0.22%	131

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

180 Wealth Advisors's BHP Position: Q2 2026 in Review

180 Wealth Advisors reduced its BHP (BHP) stake by 3.7% in Q2 2026, selling an estimated $80K and leaving 25,147 shares worth $2.1M. The position accounts for 0.21% of the portfolio, ranked #120.

180 Wealth Advisors first reported a position in BHP in Q2 2018 and has held it in 28 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

180 Wealth Advisors held 25,147 shares of BHP worth $2.1M as of Q2 2026.
180 Wealth Advisors sold 964 BHP shares in Q2 2026, an estimated $80K.
BHP made up 0.21% of 180 Wealth Advisors's portfolio in Q2 2026, its #120 holding.
180 Wealth Advisors first reported a position in BHP in Q2 2018 and has held it in 28 quarters since.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.