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Acumen Wealth Advisors’s BHP BHP Stock Holding History

Acumen 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 		$7.5K Sell
90
-15
-14% -$1.25K ﹤0.01% 363
2026
Q1 		$7.64K Buy
105
+30
+40% +$2.12K ﹤0.01% 344
2025
Q4 		$4.53K Buy
+75
New +$4.26K ﹤0.01% 388

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

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

Acumen Wealth Advisors reduced its BHP (BHP) stake by 14% in Q2 2026, selling an estimated $1.25K and leaving 90 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Acumen Wealth Advisors first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.64K in Q1 2026. 814 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Acumen Wealth Advisors held 90 shares of BHP worth $7.5K as of Q2 2026.
  • Acumen Wealth Advisors sold 15 BHP shares in Q2 2026, an estimated $1.25K.
  • BHP made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • Acumen Wealth Advisors first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's BHP position peaked at $7.64K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.