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Aprio Wealth Management’s BP BP Stock Holding History

Aprio Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Sell
8,281
-1,483
-15% -$65.1K 0.02% 504
2026
Q1 		$459K Buy
9,764
+295
+3% +$11.6K 0.03% 383
2025
Q4 		$329K Buy
+9,469
New +$332K 0.02% 417
2025
Q2 		– Sell
-14,937
Closed -$505K – 416
2025
Q1 		$505K Buy
14,937
+6,988
+88% +$228K 0.06% 180
2024
Q4 		$235K Buy
+7,949
New +$239K 0.03% 269
2023
Q4 		– Sell
-5,171
Closed -$200K – 204
2023
Q3 		$200K Buy
+5,171
New +$192K 0.06% 165

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Aprio Wealth Management reduced its BP (BP) stake by 15% in Q2 2026, selling an estimated $65.1K and leaving 8,281 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #504.

Aprio Wealth Management first reported a position in BP in Q3 2023 and has held it in 6 quarters since. The position peaked at $505K in Q1 2025. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Aprio Wealth Management held 8,281 shares of BP worth $306K as of Q2 2026.
  • Aprio Wealth Management sold 1,483 BP shares in Q2 2026, an estimated $65.1K.
  • BP made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Aprio Wealth Management first reported a position in BP in Q3 2023 and has held it in 6 quarters since.
  • Aprio Wealth Management's BP position peaked at $505K in Q1 2025.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

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