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Aspen Wealth Strategies’s BHP BHP Stock Holding History

Aspen Wealth Strategies’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 		$382K Hold
4,582
– – 0.18% 67
2026
Q1 		$333K Buy
4,582
+382
+9% +$27K 0.18% 69
2025
Q4 		$254K Buy
4,200
+43
+1% +$2.44K 0.14% 78
2025
Q3 		$232K Buy
+4,157
New +$221K 0.13% 82
2025
Q2 		– Sell
-5,353
Closed -$260K – 83
2025
Q1 		$260K Buy
5,353
+124
+2% +$6.17K 0.17% 72
2024
Q4 		$255K Sell
5,229
-792
-13% -$43.1K 0.16% 68
2024
Q3 		$374K Buy
6,021
+448
+8% +$24.7K 0.24% 57
2024
Q2 		$318K Buy
5,573
+465
+9% +$27K 0.22% 56
2024
Q1 		$295K Sell
5,108
-36
-0.7% -$2.15K 0.2% 58
2023
Q4 		$351K Hold
5,144
– – 0.26% 55
2023
Q3 		$293K Buy
+5,144
New +$301K 0.23% 53

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

Aspen Wealth Strategies's BHP Position: Q2 2026 in Review

Aspen Wealth Strategies held its BHP (BHP) position steady in Q2 2026 at 4,582 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #67.

Aspen Wealth Strategies first reported a position in BHP in Q3 2023 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Aspen Wealth Strategies held 4,582 shares of BHP worth $382K as of Q2 2026.
  • Aspen Wealth Strategies left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.18% of Aspen Wealth Strategies's portfolio in Q2 2026, its #67 holding.
  • Aspen Wealth Strategies first reported a position in BHP in Q3 2023 and has held it in 11 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.