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 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 $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 $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Avestar Capital's BHP Position: Q1 2026 in Review

Avestar Capital opened a new position in BHP (BHP) in Q1 2026: 4,328 shares worth $315K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: Avestar Capital previously reported a position in BHP as recently as Q2 2022.

Avestar Capital first reported a position in BHP in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Avestar Capital held 4,328 shares of BHP worth $315K as of Q1 2026.
BHP was a new Avestar Capital position in Q1 2026.
BHP made up 0.02% of Avestar Capital's portfolio in Q1 2026, its #430 holding.
Avestar Capital first reported a position in BHP in Q1 2018 and has held it in 13 quarters since.
Avestar Capital's BHP position peaked at $1.19M in Q1 2022.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.