AlTi Global’s BHP BHP Stock Holding History

AlTi Global’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 Q1	$275K	Sell	3,783 -193	-5%	-$13.6K	0.01%	378
2025 Q4	$240K	Buy	3,976 +200	+5%	+$11.4K	0.01%	417
2025 Q3	$211K	Buy	+3,776	New	+$201K	﹤0.01%	420

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlTi Global's BHP Position: Q1 2026 in Review

AlTi Global reduced its BHP (BHP) stake by 4.9% in Q1 2026, selling an estimated $13.6K and leaving 3,783 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #378.

AlTi Global first reported a position in BHP in Q3 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

AlTi Global held 3,783 shares of BHP worth $275K as of Q1 2026.
AlTi Global sold 193 BHP shares in Q1 2026, an estimated $13.6K.
BHP made up 0.01% of AlTi Global's portfolio in Q1 2026, its #378 holding.
AlTi Global first reported a position in BHP in Q3 2025 and has held it in 3 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.