Arkadios Wealth Advisors’s BHP BHP Stock Holding History

Arkadios Wealth Advisors’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	$1.59M	Sell	21,795 -20	-0.1%	-$1.41K	0.03%	607
2025 Q4	$1.32M	Sell	21,815 -4	-0%	-$227	0.03%	587
2025 Q3	$1.22M	Sell	21,819 -2,346	-10%	-$125K	0.03%	561
2025 Q2	$1.16M	Buy	24,165 +11,905	+97%	+$572K	0.03%	514
2025 Q1	$595K	Buy	12,260 +301	+3%	+$15K	0.02%	643
2024 Q4	$584K	Sell	11,959 -1,676	-12%	-$91.1K	0.03%	487
2024 Q3	$847K	Sell	13,635 -530	-4%	-$29.3K	0.05%	364
2024 Q2	$809K	Buy	+14,165	New	+$823K	0.05%	328
2022 Q2	–	Sell	-3,336	Closed	-$230K	–	550
2022 Q1	$230K	Buy	+3,336	New	+$203K	0.03%	492
2021 Q4	–	Sell	-575	Closed	-$27K	–	706
2021 Q3	$27K	Sell	575 -266	-32%	-$16.2K	﹤0.01%	1100
2021 Q2	$54K	Buy	841 +61	+8%	+$4.03K	0.01%	897
2021 Q1	$48K	Buy	780 +548	+236%	+$35.3K	0.01%	699
2020 Q4	$13K	Buy	+232	New	+$11.6K	﹤0.01%	881
2020 Q2	–	Sell	-249	Closed	-$8.14K	–	966
2020 Q1	$8.14K	Buy	249 +9	+4%	+$376	0.01%	681
2019 Q4	$11.2K	Buy	+240	New	+$10.9K	0.01%	566

Other funds holding BHP

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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