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Blue Trust Inc’s BP BP Stock Holding History

Blue Trust Inc’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$510K Sell
13,798
-136
-1% -$5.97K 0.01% 478
2026
Q1 		$655K Sell
13,934
-4,733
-25% -$185K 0.01% 400
2025
Q4 		$648K Sell
18,667
-904
-5% -$31.7K 0.01% 396
2025
Q3 		$674K Sell
19,571
-311
-2% -$10.4K 0.01% 394
2025
Q2 		$595K Sell
19,882
-1,630
-8% -$47.8K 0.01% 398
2025
Q1 		$727K Sell
21,512
-2,360
-10% -$77K 0.01% 319
2024
Q4 		$706K Buy
23,872
+1,571
+7% +$47.2K 0.01% 287
2024
Q3 		$805K Buy
22,301
+8,922
+67% +$302K 0.01% 321
2024
Q2 		$504K Buy
13,379
+3,747
+39% +$140K 0.01% 377
2024
Q1 		$363K Sell
9,632
-3,220
-25% -$115K 0.01% 341
2023
Q4 		$497K Sell
12,852
-7,642
-37% -$280K 0.01% 244
2023
Q3 		$723K Buy
20,494
+9,814
+92% +$364K 0.01% 200
2023
Q2 		$406K Sell
10,680
-4,844
-31% -$179K 0.01% 257
2023
Q1 		$543K Sell
15,524
-21,533
-58% -$804K 0.01% 276
2022
Q4 		$1.06M Buy
37,057
+20,673
+126% +$688K 0.02% 172
2022
Q3 		$465K Buy
16,384
+1,921
+13% +$57.2K 0.01% 211
2022
Q2 		$425K Buy
+14,463
New +$443K 0.01% 216

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Blue Trust Inc's BP Position: Q2 2026 in Review

Blue Trust Inc reduced its BP (BP) stake by 0.98% in Q2 2026, selling an estimated $5.97K and leaving 13,798 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #478.

Blue Trust Inc first reported a position in BP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q4 2022. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Blue Trust Inc held 13,798 shares of BP worth $510K as of Q2 2026.
  • Blue Trust Inc sold 136 BP shares in Q2 2026, an estimated $5.97K.
  • BP made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #478 holding.
  • Blue Trust Inc first reported a position in BP in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's BP position peaked at $1.06M in Q4 2022.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.