Belpointe Asset Management
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Belpointe Asset Management’s BHP BHP Stock Holding History

Belpointe Asset Management’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 		$569K Buy
6,708
+412
+7% +$35.9K 0.02% 695
2026
Q2 		$525K Buy
6,296
+2,716
+76% +$225K 0.02% 709
2026
Q1 		$260K Buy
3,580
+187
+6% +$13.2K 0.01% 913
2025
Q4 		$205K Buy
+3,393
New +$193K 0.01% 965
2023
Q2 		– Sell
-9,212
Closed -$584K – 878
2023
Q1 		$584K Buy
9,212
+1,371
+17% +$88.4K 0.03% 499
2022
Q4 		$487K Sell
7,841
-3
-0% -$169 0.03% 554
2022
Q3 		$393K Sell
7,844
-144
-2% -$7.62K 0.03% 593
2022
Q2 		$449K Sell
7,988
-698
-8% -$43.3K 0.03% 532
2022
Q1 		$598K Buy
8,686
+1,533
+21% +$93.1K 0.04% 479
2021
Q4 		$385K Sell
7,153
-640
-8% -$32K 0.02% 611
2021
Q3 		$372K Sell
7,793
-152
-2% -$9.28K 0.03% 609
2021
Q2 		$517K Buy
7,945
+225
+3% +$14.9K 0.04% 487
2021
Q1 		$478K Buy
7,720
+12
+0.2% +$772 0.04% 455
2020
Q4 		$450K Buy
7,708
+3,687
+92% +$185K 0.04% 430
2020
Q3 		$185K Sell
4,021
-25,291
-86% -$1.22M 0.02% 577
2020
Q2 		$1.3M Buy
29,312
+25,878
+754% +$1.01M 0.17% 123
2020
Q1 		$113K Sell
3,434
-8,471
-71% -$354K 0.02% 575
2019
Q4 		$581K Buy
11,905
+1,915
+19% +$87K 0.07% 293
2019
Q3 		$440K Buy
9,990
+1,849
+23% +$86.3K 0.07% 313
2019
Q2 		$422K Buy
8,141
+1,082
+15% +$52.3K 0.08% 267
2019
Q1 		$345K Sell
7,059
-2,438
-26% -$111K 0.07% 218
2018
Q4 		$409K Sell
9,497
-269
-3% -$11.3K 0.1% 209
2018
Q3 		$434K Buy
9,766
+3,742
+62% +$162K 0.07% 290
2018
Q2 		$269K Hold
6,024
– – 0.08% 281
2018
Q1 		$239K Buy
+6,024
New +$253K 0.07% 282

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Belpointe Asset Management's BHP Position: Q3 2026 in Review

Belpointe Asset Management increased its BHP (BHP) stake by 6.5% in Q3 2026, buying an estimated $35.9K and bringing the position to 6,708 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #695.

Belpointe Asset Management first reported a position in BHP in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.3M in Q2 2020. 537 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Belpointe Asset Management held 6,708 shares of BHP worth $569K as of Q3 2026.
  • Belpointe Asset Management bought 412 BHP shares in Q3 2026, an estimated $35.9K.
  • BHP made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #695 holding.
  • Belpointe Asset Management first reported a position in BHP in Q1 2018 and has held it in 25 quarters since.
  • Belpointe Asset Management's BHP position peaked at $1.3M in Q2 2020.
  • 537 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.