Baldwin Wealth Partners
BHP icon

Baldwin Wealth Partners’s BHP BHP Stock Holding History

Baldwin Wealth Partners’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
Q3 		$233K Hold
2,750
– – 0.02% 214
2026
Q2 		$229K Hold
2,750
– – 0.02% 215
2026
Q1 		$200K Buy
+2,750
New +$194K 0.01% 220
2023
Q1 		– Sell
-75
Closed -$4.65K – 804
2022
Q4 		$4.65K Buy
+75
New +$4.22K ﹤0.01% 665

Other funds holding BHP

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fusion Capital
Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Baldwin Wealth Partners's BHP Position: Q3 2026 in Review

Baldwin Wealth Partners held its BHP (BHP) position steady in Q3 2026 at 2,750 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #214.

Baldwin Wealth Partners first reported a position in BHP in Q4 2022 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Baldwin Wealth Partners held 2,750 shares of BHP worth $233K as of Q3 2026.
  • Baldwin Wealth Partners left its BHP share count unchanged in Q3 2026.
  • BHP made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #214 holding.
  • Baldwin Wealth Partners first reported a position in BHP in Q4 2022 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.