Atlantic Edge Private Wealth Management’s BP BP Stock Holding History

Atlantic Edge Private Wealth Management’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	$7.39K	Hold	200	–	–	﹤0.01%	456
2026 Q1	$9.4K	Hold	200	–	–	﹤0.01%	401
2025 Q4	$6.95K	Sell	200 -100	-33%	-$3.51K	﹤0.01%	417
2025 Q3	$10.3K	Sell	300 -400	-57%	-$13.4K	﹤0.01%	368
2025 Q2	$21K	Buy	700 +200	+40%	+$5.87K	0.01%	296
2025 Q1	$16.9K	Hold	500	–	–	0.01%	298
2024 Q4	$14.8K	Sell	500 -150	-23%	-$4.51K	﹤0.01%	306
2024 Q3	$20.4K	Hold	650	–	–	0.01%	266
2024 Q2	$23.5K	Sell	650 -700	-52%	-$26.2K	0.01%	238
2024 Q1	$50.9K	Sell	1,350 -1,100	-45%	-$39.4K	0.02%	191
2023 Q4	$86.7K	Buy	+2,450	New	+$89.7K	0.04%	155

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its BP (BP) position steady in Q2 2026 at 200 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Atlantic Edge Private Wealth Management first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $86.7K in Q4 2023. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Atlantic Edge Private Wealth Management held 200 shares of BP worth $7.39K as of Q2 2026.
Atlantic Edge Private Wealth Management left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #456 holding.
Atlantic Edge Private Wealth Management first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's BP position peaked at $86.7K in Q4 2023.
1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.