Abound Wealth Management
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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
Q3 		$8.4K Sell
99
-8
-7% -$697 ﹤0.01% 580
2026
Q2 		$8.92K 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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Abound Wealth Management's BHP Position: Q3 2026 in Review

Abound Wealth Management reduced its BHP (BHP) stake by 7.5% in Q3 2026, selling an estimated $697 and leaving 99 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Abound Wealth Management first reported a position in BHP in Q2 2023 and has held it in 14 quarters since. The position peaked at $9.24K in Q4 2025. 493 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Abound Wealth Management held 99 shares of BHP worth $8.4K as of Q3 2026.
  • Abound Wealth Management sold 8 BHP shares in Q3 2026, an estimated $697.
  • BHP made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #580 holding.
  • Abound Wealth Management first reported a position in BHP in Q2 2023 and has held it in 14 quarters since.
  • Abound Wealth Management's BHP position peaked at $9.24K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.