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Aaron Wealth Advisors’s BHP BHP Stock Holding History

Aaron 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 		$2.82M Buy
33,890
+3,983
+13% +$331K 0.14% 93
2026
Q1 		$2.18M Buy
29,907
+9,483
+46% +$670K 0.12% 103
2025
Q4 		$1.23M Buy
20,424
+5,552
+37% +$315K 0.07% 206
2025
Q3 		$829K Buy
14,872
+299
+2% +$15.9K 0.05% 277
2025
Q2 		$701K Buy
14,573
+580
+4% +$27.9K 0.07% 175
2025
Q1 		$679K Buy
13,993
+747
+6% +$37.2K 0.08% 165
2024
Q4 		$647K Buy
13,246
+2,217
+20% +$121K 0.08% 158
2024
Q3 		$685K Buy
11,029
+73
+0.7% +$4.03K 0.08% 154
2024
Q2 		$625K Buy
10,956
+799
+8% +$46.4K 0.09% 142
2024
Q1 		$586K Buy
10,157
+5,010
+97% +$300K 0.08% 147
2023
Q4 		$352K Buy
5,147
+1,253
+32% +$75.6K 0.06% 170
2023
Q3 		$221K Buy
3,894
+522
+15% +$30.5K 0.03% 233
2023
Q2 		$201K Buy
+3,372
New +$201K 0.03% 248
2022
Q2 		– Sell
-832
Closed -$57.3K – 270
2022
Q1 		$57.3K Buy
+832
New +$50.5K 0.01% 395

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aaron Wealth Advisors increased its BHP (BHP) stake by 13% in Q2 2026, buying an estimated $331K and bringing the position to 33,890 shares worth $2.82M. The position accounts for 0.14% of the portfolio, ranked #93.

Aaron Wealth Advisors first reported a position in BHP in Q1 2022 and has held it in 14 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Aaron Wealth Advisors held 33,890 shares of BHP worth $2.82M as of Q2 2026.
  • Aaron Wealth Advisors bought 3,983 BHP shares in Q2 2026, an estimated $331K.
  • BHP made up 0.14% of Aaron Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Aaron Wealth Advisors first reported a position in BHP in Q1 2022 and has held it in 14 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.