Cadence Wealth Management’s BHP BHP Stock Holding History

Cadence Wealth 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 Q1	$1.26M	Buy	17,389 +1,225	+8%	+$86.6K	0.53%	26
2025 Q4	$976K	Buy	16,164 +327	+2%	+$18.6K	0.47%	23
2025 Q3	$883K	Buy	15,837 +529	+3%	+$28.1K	0.46%	28
2025 Q2	$736K	Buy	15,308 +1,303	+9%	+$62.6K	0.49%	27
2025 Q1	$680K	Buy	14,005 +3,430	+32%	+$171K	0.5%	22
2024 Q4	$516K	Buy	10,575 +470	+5%	+$25.5K	0.34%	30
2024 Q3	$628K	Buy	10,105 +78	+0.8%	+$4.31K	0.51%	20
2024 Q2	$572K	Buy	10,027 +994	+11%	+$57.8K	0.4%	24
2024 Q1	$521K	Buy	9,033 +35	+0.4%	+$2.1K	0.54%	14
2023 Q4	$615K	Buy	8,998 +1,111	+14%	+$67.1K	0.48%	15
2023 Q3	$449K	Buy	7,887 +3,375	+75%	+$197K	0.37%	20
2023 Q2	$269K	Buy	4,512 +669	+17%	+$39.9K	0.26%	29
2023 Q1	$244K	Buy	+3,843	New	+$248K	0.25%	25

Other funds holding BHP

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 $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cadence Wealth Management's BHP Position: Q1 2026 in Review

Cadence Wealth Management increased its BHP (BHP) stake by 7.6% in Q1 2026, buying an estimated $86.6K and bringing the position to 17,389 shares worth $1.26M. The position accounts for 0.53% of the portfolio, ranked #26.

Cadence Wealth Management first reported a position in BHP in Q1 2023 and has held it in 13 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Cadence Wealth Management held 17,389 shares of BHP worth $1.26M as of Q1 2026.
Cadence Wealth Management bought 1,225 BHP shares in Q1 2026, an estimated $86.6K.
BHP made up 0.53% of Cadence Wealth Management's portfolio in Q1 2026, its #26 holding.
Cadence Wealth Management first reported a position in BHP in Q1 2023 and has held it in 13 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.