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Callan Family Office’s BHP BHP Stock Holding History

Callan Family Office’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 		$8.29M Buy
99,485
+4,359
+5% +$362K 0.16% 124
2026
Q1 		$6.92M Buy
95,126
+8,797
+10% +$622K 0.16% 141
2025
Q4 		$5.21M Buy
86,329
+7,968
+10% +$453K 0.11% 186
2025
Q3 		$4.37M Sell
78,361
-13,192
-14% -$702K 0.14% 157
2025
Q2 		$4.4M Buy
91,553
+42,492
+87% +$2.04M 0.14% 168
2025
Q1 		$2.38M Sell
49,061
-4,415
-8% -$220K 0.18% 115
2024
Q4 		$2.61M Buy
+53,476
New +$2.91M 0.17% 117

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

Callan Family Office's BHP Position: Q2 2026 in Review

Callan Family Office increased its BHP (BHP) stake by 4.6% in Q2 2026, buying an estimated $362K and bringing the position to 99,485 shares worth $8.29M. The position accounts for 0.16% of the portfolio, ranked #124.

Callan Family Office first reported a position in BHP in Q4 2024 and has held it in 7 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Callan Family Office held 99,485 shares of BHP worth $8.29M as of Q2 2026.
  • Callan Family Office bought 4,359 BHP shares in Q2 2026, an estimated $362K.
  • BHP made up 0.16% of Callan Family Office's portfolio in Q2 2026, its #124 holding.
  • Callan Family Office first reported a position in BHP in Q4 2024 and has held it in 7 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.