Abound Wealth Management’s BHP BHP Stock Holding History

Abound Wealth Management’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	$8.91K	Sell	107 -1	-0.9%	-$83	﹤0.01%	493
2026 Q1	$7.86K	Sell	108 -45	-29%	-$3.18K	﹤0.01%	615
2025 Q4	$9.24K	Buy	153 +128	+512%	+$7.27K	﹤0.01%	522
2025 Q3	$1.39K	Hold	25	–	–	﹤0.01%	843
2025 Q2	$1.2K	Buy	25 +4	+19%	+$192	﹤0.01%	789
2025 Q1	$1.02K	Sell	21 -14	-40%	-$697	﹤0.01%	762
2024 Q4	$1.71K	Sell	35 -4	-10%	-$217	﹤0.01%	685
2024 Q3	$2.42K	Buy	39 +21	+117%	+$1.16K	﹤0.01%	677
2024 Q2	$1.03K	Sell	18 -24	-57%	-$1.4K	﹤0.01%	723
2024 Q1	$2.42K	Hold	42	–	–	﹤0.01%	655
2023 Q4	$2.87K	Buy	42 +2	+5%	+$121	﹤0.01%	608
2023 Q3	$2.28K	Hold	40	–	–	﹤0.01%	603
2023 Q2	$2.39K	Buy	+40	New	+$2.38K	﹤0.01%	617

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

Abound Wealth Management's BHP Position: Q2 2026 in Review

Abound Wealth Management reduced its BHP (BHP) stake by 0.93% in Q2 2026, selling an estimated $83 and leaving 107 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Abound Wealth Management first reported a position in BHP in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.24K in Q4 2025. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Abound Wealth Management held 107 shares of BHP worth $8.91K as of Q2 2026.
Abound Wealth Management sold 1 BHP share in Q2 2026, an estimated $83.
BHP made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #493 holding.
Abound Wealth Management first reported a position in BHP in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's BHP position peaked at $9.24K in Q4 2025.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.