Bell Investment Advisors’s BHP BHP Stock Holding History

Bell Investment 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	$86K	Sell	1,182 -30	-2%	-$2.12K	0.01%	184
2025 Q4	$73.2K	Buy	1,212 +249	+26%	+$14.1K	0.01%	197
2025 Q3	$53.7K	Sell	963 -60	-6%	-$3.19K	0.01%	232
2025 Q2	$49.2K	Buy	1,023 +935	+1,063%	+$44.9K	0.01%	248
2025 Q1	$4.27K	Buy	88 +79	+878%	+$3.93K	﹤0.01%	987
2024 Q4	$440	Sell	9 -80	-90%	-$4.35K	﹤0.01%	1810
2024 Q3	$5.53K	Buy	89 +2	+2%	+$110	﹤0.01%	881
2024 Q2	$4.97K	Buy	87 +77	+770%	+$4.47K	﹤0.01%	923
2024 Q1	$577	Sell	10 -75	-88%	-$4.49K	﹤0.01%	1772
2023 Q4	$5.81K	Buy	85 +13	+18%	+$785	﹤0.01%	799
2023 Q3	$4.1K	Sell	72 -12	-14%	-$701	﹤0.01%	907
2023 Q2	$5.01K	Sell	84 -5	-6%	-$298	﹤0.01%	823
2023 Q1	$5.64K	Buy	89 +19	+27%	+$1.23K	﹤0.01%	720
2022 Q4	$4.34K	Buy	70 +9	+15%	+$506	﹤0.01%	885
2022 Q3	$3K	Sell	61 -9	-13%	-$477	﹤0.01%	877
2022 Q2	$4K	Buy	+70	New	+$4.35K	﹤0.01%	773
2021 Q4	$8K	Sell	147 -8	-5%	-$400	﹤0.01%	544
2021 Q3	$7K	Buy	+155	New	+$9.47K	﹤0.01%	555

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