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Berkeley Capital Partners’s BHP BHP Stock Holding History

Berkeley Capital 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
Q1 		$1.03M Sell
14,116
-135
-0.9% -$9.54K 0.24% 90
2025
Q4 		$860K Sell
14,251
-231
-2% -$13.1K 0.2% 98
2025
Q3 		$807K Sell
14,482
-31
-0.2% -$1.65K 0.19% 99
2025
Q2 		$698K Buy
+14,513
New +$698K 0.18% 101
2020
Q1 		– Sell
-17,281
Closed -$843K – 112
2019
Q4 		$843K Buy
17,281
+198
+1% +$8.99K 0.43% 50
2019
Q3 		$753K Buy
17,083
+255
+2% +$11.9K 0.4% 54
2019
Q2 		$872K Sell
16,828
-51
-0.3% -$2.46K 0.41% 48
2019
Q1 		$823K Sell
16,879
-672
-4% -$30.6K 0.41% 53
2018
Q4 		$756K Buy
17,551
+3,132
+22% +$131K 0.42% 47
2018
Q3 		$641K Sell
14,419
-458
-3% -$19.8K 0.36% 62
2018
Q2 		$663K Sell
14,877
-477
-3% -$20.6K 0.39% 59
2018
Q1 		$608K Buy
15,354
+38
+0.2% +$1.6K 0.35% 66
2017
Q4 		$628K Buy
15,316
+88
+0.6% +$3.31K 0.41% 65
2017
Q3 		$551K Buy
+15,228
New +$557K 0.37% 76

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T 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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berkeley Capital Partners's BHP Position: Q1 2026 in Review

Berkeley Capital Partners reduced its BHP (BHP) stake by 0.95% in Q1 2026, selling an estimated $9.54K and leaving 14,116 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #90.

Berkeley Capital Partners first reported a position in BHP in Q3 2017 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Berkeley Capital Partners held 14,116 shares of BHP worth $1.03M as of Q1 2026.
  • Berkeley Capital Partners sold 135 BHP shares in Q1 2026, an estimated $9.54K.
  • BHP made up 0.24% of Berkeley Capital Partners's portfolio in Q1 2026, its #90 holding.
  • Berkeley Capital Partners first reported a position in BHP in Q3 2017 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.