AWE
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Avidian Wealth Enterprises’s BHP BHP Stock Holding History

Avidian Wealth Enterprises’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 		$427K Sell
5,866
-1,665
-22% -$118K 0.01% 468
2025
Q4 		$455K Sell
7,531
-48
-0.6% -$2.73K 0.02% 395
2025
Q3 		$423K Sell
7,579
-636
-8% -$33.8K 0.02% 403
2025
Q2 		$395K Buy
8,215
+52
+0.6% +$2.5K 0.02% 388
2025
Q1 		$396K Buy
8,163
+304
+4% +$15.1K 0.02% 361
2024
Q4 		$384K Sell
7,859
-56
-0.7% -$3.04K 0.02% 349
2024
Q3 		$492K Buy
7,915
+8
+0.1% +$442 0.02% 297
2024
Q2 		$451K Buy
7,907
+130
+2% +$7.55K 0.02% 310
2024
Q1 		$449K Buy
7,777
+335
+5% +$20.1K 0.02% 280
2023
Q4 		$508K Hold
7,442
– – 0.03% 265
2023
Q3 		$423K Buy
7,442
+66
+0.9% +$3.86K 0.03% 279
2023
Q2 		$440K Sell
7,376
-3,331
-31% -$199K 0.03% 286
2023
Q1 		$679K Buy
10,707
+2,112
+25% +$136K 0.04% 244
2022
Q4 		$533K Buy
+8,595
New +$483K 0.03% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's BHP Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its BHP (BHP) stake by 22% in Q1 2026, selling an estimated $118K and leaving 5,866 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #468.

Avidian Wealth Enterprises first reported a position in BHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $679K in Q1 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Avidian Wealth Enterprises held 5,866 shares of BHP worth $427K as of Q1 2026.
  • Avidian Wealth Enterprises sold 1,665 BHP shares in Q1 2026, an estimated $118K.
  • BHP made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #468 holding.
  • Avidian Wealth Enterprises first reported a position in BHP in Q4 2022 and has held it in 14 quarters since.
  • Avidian Wealth Enterprises's BHP position peaked at $679K in Q1 2023.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.