Atria Investments’s BHP BHP Stock Holding History

Atria Investments’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
2025 Q4	–	Sell	-9,088	Closed	-$507K	–	2028
2025 Q3	$507K	Sell	9,088 -3,258	-26%	-$173K	0.01%	1408
2025 Q2	$594K	Sell	12,346 -1,993	-14%	-$95.8K	0.01%	1326
2025 Q1	$696K	Buy	14,339 +6,644	+86%	+$331K	0.01%	1179
2024 Q4	$376K	Sell	7,695 -9,436	-55%	-$513K	﹤0.01%	1466
2024 Q3	$1.06M	Sell	17,131 -1,246	-7%	-$68.8K	0.01%	938
2024 Q2	$1.05M	Sell	18,377 -232	-1%	-$13.5K	0.01%	905
2024 Q1	$1.07M	Sell	18,609 -2,331	-11%	-$140K	0.01%	925
2023 Q4	$1.43M	Buy	20,940 +3,220	+18%	+$194K	0.02%	738
2023 Q3	$1.01M	Buy	+17,720	New	+$1.04M	0.02%	840
2023 Q2	–	Sell	-19,438	Closed	-$1.23M	–	830
2023 Q1	$1.23M	Buy	+19,438	New	+$1.25M	0.02%	725
2022 Q2	–	Sell	-15,686	Closed	-$1.08M	–	764
2022 Q1	$1.08M	Buy	+15,686	New	+$953K	0.02%	817
2019 Q3	–	Sell	-6,345	Closed	-$280K	–	866
2019 Q2	$280K	Sell	6,345 -2,411	-28%	-$116K	0.01%	767
2019 Q1	$300K	Buy	+8,756	New	+$399K	0.01%	702
2014 Q4	–	Sell	-5,242	Closed	-$261K	–	414
2014 Q3	$261K	Buy	+5,242	New	+$305K	0.03%	395

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

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

Bank of America

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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