Badgley Phelps Wealth Managers’s BP BP Stock Holding History

Badgley Phelps Wealth Managers’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	–	Sell	-4,625	Closed	-$217K	–	334
2026 Q1	$217K	Buy	+4,625	New	+$181K	﹤0.01%	314
2022 Q4	–	Sell	-8,199	Closed	-$234K	–	215
2022 Q3	$234K	Sell	8,199 -100	-1%	-$2.98K	0.01%	178
2022 Q2	$235K	Buy	+8,299	New	+$254K	0.01%	184

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Badgley Phelps Wealth Managers's BP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers sold out of BP (BP) in Q2 2026, closing a stake of 4,625 shares — an estimated $217K sold.

Badgley Phelps Wealth Managers first reported a position in BP in Q2 2022 and held it in 3 quarters. The position peaked at $235K in Q2 2022. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Badgley Phelps Wealth Managers reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 4,625 BP shares in Q2 2026, an estimated $217K.
Badgley Phelps Wealth Managers first reported a position in BP in Q2 2022 and held it in 3 quarters.
Badgley Phelps Wealth Managers's BP position peaked at $235K in Q2 2022.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.