Avestar Capital’s BHP BHP Stock Holding History

Avestar Capital’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	$372K	Buy	4,471 +143	+3%	+$11.9K	0.02%	438
2026 Q1	$315K	Buy	+4,328	New	+$306K	0.02%	430
2022 Q3	–	Sell	-5,372	Closed	-$302K	–	283
2022 Q2	$302K	Sell	5,372 -11,925	-69%	-$740K	0.07%	204
2022 Q1	$1.19M	Buy	17,297 +11,858	+218%	+$720K	0.19%	110
2021 Q4	$293K	Sell	5,439 -475	-8%	-$23.8K	0.04%	342
2021 Q3	$282K	Buy	5,914 +305	+5%	+$18.6K	0.04%	364
2021 Q2	$364K	Buy	5,609 +649	+13%	+$42.9K	0.05%	295
2021 Q1	$335K	Buy	+4,960	New	+$319K	0.07%	228
2019 Q3	–	Sell	-409	Closed	-$20K	–	244
2019 Q2	$20K	Hold	409	–	–	0.01%	390
2019 Q1	$19K	Hold	409	–	–	0.01%	380
2018 Q4	$16K	Buy	409 +165	+68%	+$6.91K	0.01%	360
2018 Q3	$9K	Sell	244 -78	-24%	-$3.38K	0.01%	476
2018 Q2	$13K	Hold	322	–	–	0.01%	420
2018 Q1	$12K	Buy	+322	New	+$13.5K	0.01%	395

Other funds holding BHP

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avestar Capital's BHP Position: Q2 2026 in Review

Avestar Capital increased its BHP (BHP) stake by 3.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,471 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #438.

Avestar Capital first reported a position in BHP in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2022. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Avestar Capital held 4,471 shares of BHP worth $372K as of Q2 2026.
Avestar Capital bought 143 BHP shares in Q2 2026, an estimated $11.9K.
BHP made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #438 holding.
Avestar Capital first reported a position in BHP in Q1 2018 and has held it in 14 quarters since.
Avestar Capital's BHP position peaked at $1.19M in Q1 2022.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.