Arax Advisory Partners’s BHP BHP Stock Holding History

Arax Advisory Partners’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	$126K	Sell	1,727 -2,289	-57%	-$162K	﹤0.01%	1278
2025 Q4	$242K	Buy	4,016 +329	+9%	+$18.7K	0.01%	947
2025 Q3	$206K	Buy	3,687 +3,403	+1,198%	+$181K	﹤0.01%	1257
2025 Q2	$26.3K	Sell	284 -65	-19%	-$3.13K	﹤0.01%	1537
2025 Q1	$16.9K	Sell	349 -23	-6%	-$1.15K	﹤0.01%	1372
2024 Q4	$18.2K	Buy	372 +360	+3,000%	+$19.6K	﹤0.01%	1247
2024 Q3	$722	Hold	12	–	–	﹤0.01%	2336
2024 Q2	$664	Hold	12	–	–	﹤0.01%	2281
2024 Q1	$671	Buy	12 +1	+9%	+$60	﹤0.01%	1210
2023 Q4	$775	Hold	11	–	–	﹤0.01%	1166
2023 Q3	$645	Hold	11	–	–	﹤0.01%	1208
2023 Q2	$658	Hold	11	–	–	﹤0.01%	1171
2023 Q1	$700	Hold	11	–	–	﹤0.01%	1148
2022 Q4	$665	Hold	11	–	–	﹤0.01%	1139
2022 Q3	$1K	Buy	+11	New	+$582	﹤0.01%	1039
2018 Q3	–	Sell	-3,578	Closed	-$159K	–	628
2018 Q2	$159K	Hold	3,578	–	–	0.07%	113
2018 Q1	$141K	Buy	3,578 +63	+2%	+$2.65K	0.07%	110
2017 Q4	$144K	Buy	3,515 +174	+5%	+$6.55K	0.06%	123
2017 Q3	$120K	Sell	3,341 -29	-0.9%	-$1.06K	0.06%	131
2017 Q2	$107K	Buy	3,370 +1,741	+107%	+$55.2K	0.05%	150
2017 Q1	$52K	Buy	1,629 +621	+62%	+$21.5K	0.03%	197
2016 Q4	$32K	Buy	+1,008	New	+$32.6K	0.02%	211

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

Arax Advisory Partners's BHP Position: Q1 2026 in Review

Arax Advisory Partners reduced its BHP (BHP) stake by 57% in Q1 2026, selling an estimated $162K and leaving 1,727 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Arax Advisory Partners first reported a position in BHP in Q4 2016 and has held it in 22 quarters since. The position peaked at $242K in Q4 2025. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Arax Advisory Partners held 1,727 shares of BHP worth $126K as of Q1 2026.
Arax Advisory Partners sold 2,289 BHP shares in Q1 2026, an estimated $162K.
BHP made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1278 holding.
Arax Advisory Partners first reported a position in BHP in Q4 2016 and has held it in 22 quarters since.
Arax Advisory Partners's BHP position peaked at $242K in Q4 2025.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.