AWE
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Avidian Wealth Enterprises’s BP BP Stock Holding History

Avidian Wealth Enterprises’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
31,699
+1,701
+6% +$74.6K 0.03% 287
2026
Q1 		$1.41M Buy
29,998
+2,449
+9% +$95.9K 0.04% 243
2025
Q4 		$957K Sell
27,549
-1,095
-4% -$38.4K 0.03% 236
2025
Q3 		$987K Buy
28,644
+1,620
+6% +$54.3K 0.04% 225
2025
Q2 		$809K Sell
27,024
-17,233
-39% -$505K 0.03% 240
2025
Q1 		$1.5M Buy
44,257
+15,313
+53% +$500K 0.07% 157
2024
Q4 		$856K Buy
28,944
+1,144
+4% +$34.4K 0.04% 210
2024
Q3 		$873K Buy
27,800
+604
+2% +$20.4K 0.04% 207
2024
Q2 		$982K Sell
27,196
-3,717
-12% -$139K 0.04% 186
2024
Q1 		$1.16M Buy
30,913
+8,754
+40% +$314K 0.06% 149
2023
Q4 		$784K Sell
22,159
-320
-1% -$11.7K 0.05% 190
2023
Q3 		$870K Sell
22,479
-1,156
-5% -$42.9K 0.06% 181
2023
Q2 		$834K Sell
23,635
-869
-4% -$32.2K 0.05% 205
2023
Q1 		$930K Sell
24,504
-132
-0.5% -$4.93K 0.05% 211
2022
Q4 		$861K Buy
24,636
+912
+4% +$30.3K 0.06% 198
2022
Q3 		$677K Buy
23,724
+4,950
+26% +$147K 0.05% 192
2022
Q2 		$532K Buy
18,774
+4,828
+35% +$148K 0.04% 255
2022
Q1 		$410K Buy
13,946
+3,346
+32% +$102K 0.03% 338
2021
Q4 		$282K Sell
10,600
-3,848
-27% -$107K 0.02% 417
2021
Q3 		$395K Sell
14,448
-6,200
-30% -$155K 0.03% 253
2021
Q2 		$546K Buy
20,648
+4,702
+29% +$123K 0.04% 205
2021
Q1 		$388K Buy
15,946
+595
+4% +$14.3K 0.03% 246
2020
Q4 		$315K Buy
15,351
+2,765
+22% +$52.1K 0.03% 250
2020
Q3 		$220K Buy
12,586
+2,439
+24% +$52.8K 0.02% 258
2020
Q2 		$237K Buy
10,147
+265
+3% +$6.36K 0.03% 228
2020
Q1 		$241K Buy
9,882
+253
+3% +$8.18K 0.04% 167
2019
Q4 		$363K Sell
9,629
-2,085
-18% -$79.2K 0.05% 152
2019
Q3 		$445K Buy
11,714
+991
+9% +$37.8K 0.07% 109
2019
Q2 		$440K Sell
10,723
-443
-4% -$18.6K 0.1% 75
2019
Q1 		$480K Buy
11,166
+4,435
+66% +$182K 0.11% 69
2018
Q4 		$247K Sell
6,731
-165
-2% -$6.59K 0.09% 78
2018
Q3 		$304K Sell
6,896
-99
-1% -$4.14K 0.1% 80
2018
Q2 		$301K Sell
6,995
-91
-1% -$3.82K 0.1% 72
2018
Q1 		$267K Sell
7,086
-107
-1% -$4.03K 0.09% 83
2017
Q4 		$277K Sell
7,193
-108
-1% -$3.91K 0.07% 84
2017
Q3 		$253K Buy
7,301
+357
+5% +$11.3K 0.1% 72
2017
Q2 		$213K Sell
6,944
-4,821
-41% -$150K 0.09% 76
2017
Q1 		$354K Sell
11,765
-210
-2% -$6.38K 0.14% 53
2016
Q4 		$383K Sell
11,975
-218
-2% -$6.56K 0.17% 42
2016
Q3 		$361K Buy
12,193
+4,943
+68% +$143K 0.15% 46
2016
Q2 		$217K Sell
7,250
-842
-10% -$22.7K 0.08% 64
2016
Q1 		$206K Buy
+8,092
New +$204K 0.11% 75
2015
Q3 		– Sell
-7,605
Closed -$256K – 34
2015
Q2 		$256K Sell
7,605
-2,151
-22% -$75.3K 0.11% 30
2015
Q1 		$317K Buy
9,756
+579
+6% +$19K 0.13% 29
2014
Q4 		$290K Buy
+9,177
New +$308K 0.12% 25

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Avidian Wealth Enterprises's BP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its BP (BP) stake by 5.7% in Q2 2026, buying an estimated $74.6K and bringing the position to 31,699 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #287.

Avidian Wealth Enterprises first reported a position in BP in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.5M in Q1 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Avidian Wealth Enterprises held 31,699 shares of BP worth $1.17M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,701 BP shares in Q2 2026, an estimated $74.6K.
  • BP made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #287 holding.
  • Avidian Wealth Enterprises first reported a position in BP in Q4 2014 and has held it in 45 quarters since.
  • Avidian Wealth Enterprises's BP position peaked at $1.5M in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.