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Avantax Advisory Services’s BHP BHP Stock Holding History

Avantax Advisory Services’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
Q2 		$6.89M Buy
143,182
+15,398
+12% +$740K 0.04% 352
2025
Q1 		$6.2M Buy
127,784
+13,269
+12% +$661K 0.04% 350
2024
Q4 		$5.59M Buy
114,515
+1,348
+1% +$73.3K 0.04% 365
2024
Q3 		$7.03M Buy
113,167
+6,222
+6% +$344K 0.05% 311
2024
Q2 		$6.11M Buy
106,945
+38,387
+56% +$2.23M 0.04% 321
2024
Q1 		$3.96M Buy
68,558
+50,095
+271% +$3M 0.04% 359
2023
Q4 		$1.26M Buy
18,463
+1,515
+9% +$91.4K 0.01% 636
2023
Q3 		$964K Buy
16,948
+2,117
+14% +$124K 0.01% 708
2023
Q2 		$885K Sell
14,831
-383
-3% -$22.8K 0.01% 722
2023
Q1 		$965K Buy
15,214
+1,067
+8% +$68.8K 0.01% 678
2022
Q4 		$878K Buy
14,147
+804
+6% +$45.2K 0.01% 674
2022
Q3 		$668K Buy
13,343
+2,648
+25% +$140K 0.01% 668
2022
Q2 		$601K Buy
10,695
+2,381
+29% +$148K 0.01% 704
2022
Q1 		$574K Buy
8,314
+459
+6% +$27.9K 0.01% 736
2021
Q4 		$423K Buy
+7,855
New +$393K 0.01% 822

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's BHP Position: Q2 2025 in Review

Avantax Advisory Services increased its BHP (BHP) stake by 12% in Q2 2025, buying an estimated $740K and bringing the position to 143,182 shares worth $6.89M. The position accounts for 0.04% of the portfolio, ranked #352.

Avantax Advisory Services first reported a position in BHP in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.03M in Q3 2024. 614 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Avantax Advisory Services held 143,182 shares of BHP worth $6.89M as of Q2 2025.
  • Avantax Advisory Services bought 15,398 BHP shares in Q2 2025, an estimated $740K.
  • BHP made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #352 holding.
  • Avantax Advisory Services first reported a position in BHP in Q4 2021 and has held it in 15 quarters since.
  • Avantax Advisory Services's BHP position peaked at $7.03M in Q3 2024.
  • 614 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.