Abound Wealth Management’s BP BP Stock Holding History

Abound 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	$555	Sell	15 -150	-91%	-$6.58K	﹤0.01%	928
2026 Q1	$7.75K	Sell	165 -53	-24%	-$2.08K	﹤0.01%	618
2025 Q4	$7.57K	Buy	218 +194	+808%	+$6.81K	﹤0.01%	563
2025 Q3	$828	Hold	24	–	–	﹤0.01%	885
2025 Q2	$719	Hold	24	–	–	﹤0.01%	827
2025 Q1	$811	Sell	24 -16	-40%	-$522	﹤0.01%	775
2024 Q4	$1.18K	Sell	40 -1	-2%	-$30	﹤0.01%	719
2024 Q3	$1.29K	Buy	41 +35	+583%	+$1.18K	﹤0.01%	754
2024 Q2	$217	Sell	6 -45	-88%	-$1.69K	﹤0.01%	1089
2024 Q1	$1.92K	Hold	51	–	–	﹤0.01%	687
2023 Q4	$1.81K	Hold	51	–	–	﹤0.01%	662
2023 Q3	$1.98K	Hold	51	–	–	﹤0.01%	617
2023 Q2	$1.8K	Buy	+51	New	+$1.89K	﹤0.01%	658
2023 Q1	–	Sell	-16	Closed	-$559	–	725
2022 Q4	$559	Buy	+16	New	+$532	﹤0.01%	657

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

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

Abound Wealth Management reduced its BP (BP) stake by 91% in Q2 2026, selling an estimated $6.58K and leaving 15 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Abound Wealth Management first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.75K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Abound Wealth Management held 15 shares of BP worth $555 as of Q2 2026.
Abound Wealth Management sold 150 BP shares in Q2 2026, an estimated $6.58K.
BP made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #928 holding.
Abound Wealth Management first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
Abound Wealth Management's BP position peaked at $7.75K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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