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Asset Planning Inc’s BP BP Stock Holding History

Asset Planning Inc’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 		$26.9K Buy
729
+529
+265% +$23.2K 0.02% 196
2026
Q1 		$9.4K Hold
200
– – 0.01% 234
2025
Q4 		$6.95K Hold
200
– – ﹤0.01% 246
2025
Q3 		$6.89K Sell
200
-800
-80% -$26.8K 0.01% 250
2025
Q2 		$29.9K Hold
1,000
– – 0.02% 184
2025
Q1 		$33.8K Sell
1,000
-350
-26% -$11.4K 0.03% 174
2024
Q4 		$39.9K Buy
+1,350
New +$40.6K 0.03% 162

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

Asset Planning Inc's BP Position: Q2 2026 in Review

Asset Planning Inc increased its BP (BP) stake by 265% in Q2 2026, buying an estimated $23.2K and bringing the position to 729 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #196.

Asset Planning Inc first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.9K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Asset Planning Inc held 729 shares of BP worth $26.9K as of Q2 2026.
  • Asset Planning Inc bought 529 BP shares in Q2 2026, an estimated $23.2K.
  • BP made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #196 holding.
  • Asset Planning Inc first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's BP position peaked at $39.9K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.