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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
Q2 		$1.8M Sell
21,558
-237
-1% -$19.7K 0.03% 573
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 $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arkadios Wealth Advisors's BHP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its BHP (BHP) stake by 1.1% in Q2 2026, selling an estimated $19.7K and leaving 21,558 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #573.

Arkadios Wealth Advisors first reported a position in BHP in Q4 2019 and has held it in 16 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Arkadios Wealth Advisors held 21,558 shares of BHP worth $1.8M as of Q2 2026.
  • Arkadios Wealth Advisors sold 237 BHP shares in Q2 2026, an estimated $19.7K.
  • BHP made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • Arkadios Wealth Advisors first reported a position in BHP in Q4 2019 and has held it in 16 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.