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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
Q2 		$850K Sell
10,201
-8,052
-44% -$668K ﹤0.01% 1109
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 $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Pointe Advisors's BHP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its BHP (BHP) stake by 44% in Q2 2026, selling an estimated $668K and leaving 10,201 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Beacon Pointe Advisors first reported a position in BHP in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.38M in Q4 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Beacon Pointe Advisors held 10,201 shares of BHP worth $850K as of Q2 2026.
  • Beacon Pointe Advisors sold 8,052 BHP shares in Q2 2026, an estimated $668K.
  • BHP made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1109 holding.
  • Beacon Pointe Advisors first reported a position in BHP in Q1 2022 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's BHP position peaked at $3.38M in Q4 2023.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.