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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
2026
Q2 		$312K Buy
+3,747
New +$311K ﹤0.01% 1826
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 $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

Atria Investments's BHP Position: Q2 2026 in Review

Atria Investments opened a new position in BHP (BHP) in Q2 2026: 3,747 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1826 among its holdings. This is a return to the name: Atria Investments previously reported a position in BHP as recently as Q3 2025.

Atria Investments first reported a position in BHP in Q3 2014 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Atria Investments held 3,747 shares of BHP worth $312K as of Q2 2026.
  • BHP was a new Atria Investments position in Q2 2026.
  • BHP made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1826 holding.
  • Atria Investments first reported a position in BHP in Q3 2014 and has held it in 15 quarters since.
  • Atria Investments's BHP position peaked at $1.43M in Q4 2023.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.