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Bristlecone Advisors’s BHP BHP Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-13,419
Closed -$651K – 299
2025
Q1 		$651K Buy
13,419
+563
+4% +$28K 0.05% 177
2024
Q4 		$628K Sell
12,856
-101
-0.8% -$5.49K 0.05% 178
2024
Q3 		$805K Buy
12,957
+329
+3% +$18.2K 0.06% 151
2024
Q2 		$721K Buy
12,628
+1,040
+9% +$60.4K 0.06% 155
2024
Q1 		$669K Buy
11,588
+42
+0.4% +$2.51K 0.06% 162
2023
Q4 		$789K Buy
11,546
+4,352
+60% +$263K 0.08% 150
2023
Q3 		$409K Hold
7,194
– – 0.05% 187
2023
Q2 		$429K Buy
7,194
+560
+8% +$33.4K 0.04% 189
2023
Q1 		$421K Buy
6,634
+1,399
+27% +$90.2K 0.05% 187
2022
Q4 		$325K Buy
5,235
+10
+0.2% +$562 0.04% 201
2022
Q3 		$261K Buy
5,225
+1,076
+26% +$57K 0.03% 211
2022
Q2 		$233K Buy
+4,149
New +$258K 0.03% 220

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bristlecone Advisors's BHP Position: Q2 2025 in Review

Bristlecone Advisors sold out of BHP (BHP) in Q2 2025, closing a stake of 13,419 shares — an estimated $651K sold.

Bristlecone Advisors first reported a position in BHP in Q2 2022 and held it in 12 quarters. The position peaked at $805K in Q3 2024. 614 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Bristlecone Advisors reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 13,419 BHP shares in Q2 2025, an estimated $651K.
  • Bristlecone Advisors first reported a position in BHP in Q2 2022 and held it in 12 quarters.
  • Bristlecone Advisors's BHP position peaked at $805K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.