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 Q1	$2.18M	Buy	29,907 +9,483	+46%	+$670K	0.13%	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	-64,255	Closed	-$742K	–	270
2022 Q1	$742K	Buy	+64,255	New	+$3.9M	0.01%	416

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return