Aprio Wealth Management
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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
Q3 		$808K Buy
9,521
+141
+2% +$12.3K 0.04% 297
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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Aprio Wealth Management's BHP Position: Q3 2026 in Review

Aprio Wealth Management increased its BHP (BHP) stake by 1.5% in Q3 2026, buying an estimated $12.3K and bringing the position to 9,521 shares worth $808K. The position accounts for 0.04% of the portfolio, ranked #297.

Aprio Wealth Management first reported a position in BHP in Q4 2023 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Aprio Wealth Management held 9,521 shares of BHP worth $808K as of Q3 2026.
  • Aprio Wealth Management bought 141 BHP shares in Q3 2026, an estimated $12.3K.
  • BHP made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #297 holding.
  • Aprio Wealth Management first reported a position in BHP in Q4 2023 and has held it in 11 quarters since.
  • 718 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.