CWM
BHP icon

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
Q2 		$1.51M Buy
18,157
+768
+4% +$63.7K 0.68% 15
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cadence Wealth Management's BHP Position: Q2 2026 in Review

Cadence Wealth Management increased its BHP (BHP) stake by 4.4% in Q2 2026, buying an estimated $63.7K and bringing the position to 18,157 shares worth $1.51M. The position accounts for 0.68% of the portfolio, ranked #15.

Cadence Wealth Management first reported a position in BHP in Q1 2023 and has held it in 14 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Cadence Wealth Management held 18,157 shares of BHP worth $1.51M as of Q2 2026.
  • Cadence Wealth Management bought 768 BHP shares in Q2 2026, an estimated $63.7K.
  • BHP made up 0.68% of Cadence Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Cadence Wealth Management first reported a position in BHP in Q1 2023 and has held it in 14 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.