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Acorn Wealth Advisors’s BHP BHP Stock Holding History

Acorn 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 		$215K Buy
+2,579
New +$214K 0.05% 291
2018
Q3 		– Sell
-333
Closed -$15K – 147
2018
Q2 		$15K Hold
333
– – 0.01% 435
2018
Q1 		$14K Buy
333
+8
+2% +$337 0.01% 446
2017
Q4 		$14K Buy
+325
New +$12.2K 0.01% 432

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

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

Acorn Wealth Advisors opened a new position in BHP (BHP) in Q2 2026: 2,579 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #291 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in BHP as recently as Q2 2018.

Acorn Wealth Advisors first reported a position in BHP in Q4 2017 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Acorn Wealth Advisors held 2,579 shares of BHP worth $215K as of Q2 2026.
  • BHP was a new Acorn Wealth Advisors position in Q2 2026.
  • BHP made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • Acorn Wealth Advisors first reported a position in BHP in Q4 2017 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.