Beacon Pointe Advisors’s BHP BHP Stock Holding History

Beacon Pointe Advisors’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	$1.33M	Buy	18,253 +6,105	+50%	+$431K	0.01%	890
2025 Q4	$733K	Sell	12,148 -4,648	-28%	-$264K	0.01%	934
2025 Q3	$936K	Sell	16,796 -6,155	-27%	-$328K	0.01%	780
2025 Q2	$1.1M	Sell	22,951 -13,657	-37%	-$657K	0.01%	645
2025 Q1	$1.78M	Sell	36,608 -6,349	-15%	-$316K	0.02%	486
2024 Q4	$2.1M	Sell	42,957 -3,538	-8%	-$192K	0.02%	449
2024 Q3	$2.89M	Sell	46,495 -1,530	-3%	-$84.5K	0.03%	398
2024 Q2	$2.74M	Sell	48,025 -945	-2%	-$54.9K	0.03%	414
2024 Q1	$2.83M	Sell	48,970 -562	-1%	-$33.6K	0.03%	421
2023 Q4	$3.38M	Sell	49,532 -3,368	-6%	-$203K	0.04%	368
2023 Q3	$3.01M	Buy	52,900 +47,330	+850%	+$2.77M	0.04%	368
2023 Q2	$332K	Sell	5,570 -11,421	-67%	-$681K	0.01%	859
2023 Q1	$1.08M	Buy	+16,991	New	+$1.1M	0.02%	524
2022 Q2	–	Sell	-3,133	Closed	-$216K	–	1053
2022 Q1	$216K	Buy	+3,133	New	+$190K	﹤0.01%	1096

Other funds holding BHP

Fisher Asset Management

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 $761B 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 New York $5.7T 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 New York $157B AUM 32.99% 1-Year Est. Return

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