Aprio Wealth Management’s BHP BHP Stock Holding History

Aprio 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 Q2	$781K	Buy	9,380 +408	+5%	+$33.9K	0.04%	274
2026 Q1	$653K	Buy	8,972 +1,506	+20%	+$106K	0.04%	282
2025 Q4	$451K	Buy	7,466 +1,829	+32%	+$104K	0.03%	339
2025 Q3	$314K	Buy	+5,637	New	+$300K	0.03%	319
2025 Q2	–	Sell	-8,200	Closed	-$398K	–	415
2025 Q1	$398K	Buy	8,200 +2,195	+37%	+$109K	0.05%	212
2024 Q4	$293K	Buy	6,005 +2,180	+57%	+$119K	0.04%	221
2024 Q3	$238K	Sell	3,825 -596	-13%	-$32.9K	0.04%	235
2024 Q2	$252K	Buy	4,421 +943	+27%	+$54.8K	0.05%	198
2024 Q1	$201K	Sell	3,478 -225	-6%	-$13.5K	0.04%	228
2023 Q4	$253K	Buy	+3,703	New	+$224K	0.06%	160

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aprio Wealth Management's BHP Position: Q2 2026 in Review

Aprio Wealth Management increased its BHP (BHP) stake by 4.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 9,380 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #274.

Aprio Wealth Management first reported a position in BHP in Q4 2023 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Aprio Wealth Management held 9,380 shares of BHP worth $781K as of Q2 2026.
Aprio Wealth Management bought 408 BHP shares in Q2 2026, an estimated $33.9K.
BHP made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #274 holding.
Aprio Wealth Management first reported a position in BHP in Q4 2023 and has held it in 10 quarters since.
820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.