44 Wealth Management’s BP BP Stock Holding History

44 Wealth Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Sell	46,350 -15,773	-25%	-$692K	0.57%	59
2026 Q1	$2.92M	Sell	62,123 -15,401	-20%	-$603K	1.02%	25
2025 Q4	$2.69M	Buy	77,524 +1,213	+2%	+$42.6K	0.9%	26
2025 Q3	$2.63M	Buy	76,311 +13,472	+21%	+$451K	0.89%	26
2025 Q2	$1.88M	Buy	62,839 +1,995	+3%	+$58.5K	0.67%	46
2025 Q1	$2.06M	Buy	60,844 +12,672	+26%	+$414K	0.77%	39
2024 Q4	$1.42M	Sell	48,172 -18,072	-27%	-$543K	0.55%	56
2024 Q3	$2.07M	Buy	+66,244	New	+$2.24M	0.73%	37
2023 Q2	$1.2M	Buy	33,894 +1,379	+4%	+$51K	0.41%	62
2023 Q1	$1.23M	Sell	32,515 -794	-2%	-$29.7K	0.42%	64
2022 Q4	$1.16M	Sell	33,309 -1,107	-3%	-$36.8K	0.4%	64
2022 Q3	$983K	Sell	34,416 -921	-3%	-$27.4K	0.4%	67
2022 Q2	$1M	Buy	35,337 +3,106	+10%	+$95.2K	0.39%	70
2022 Q1	$948K	Sell	32,231 -194	-0.6%	-$5.91K	0.34%	80
2021 Q4	$863K	Buy	32,425 +1,268	+4%	+$35.2K	0.3%	76
2021 Q3	$852K	Buy	31,157 +3,786	+14%	+$94.8K	0.33%	77
2021 Q2	$723K	Buy	27,371 +12,209	+81%	+$320K	0.28%	84
2021 Q1	$369K	Buy	15,162 +1,285	+9%	+$30.9K	0.15%	122
2020 Q4	$285K	Buy	+13,877	New	+$262K	0.13%	127

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

44 Wealth Management's BP Position: Q2 2026 in Review

44 Wealth Management reduced its BP (BP) stake by 25% in Q2 2026, selling an estimated $692K and leaving 46,350 shares worth $1.71M. The position accounts for 0.57% of the portfolio, ranked #59.

44 Wealth Management first reported a position in BP in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.92M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

44 Wealth Management held 46,350 shares of BP worth $1.71M as of Q2 2026.
44 Wealth Management sold 15,773 BP shares in Q2 2026, an estimated $692K.
BP made up 0.57% of 44 Wealth Management's portfolio in Q2 2026, its #59 holding.
44 Wealth Management first reported a position in BP in Q4 2020 and has held it in 19 quarters since.
44 Wealth Management's BP position peaked at $2.92M in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.