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Cape Investment Advisory’s BHP BHP Stock Holding History

Cape Investment Advisory’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 		$18.9K Buy
+227
New +$18.8K 0.01% 711
2026
Q1 		– Sell
-240
Closed -$14.5K – 318
2025
Q4 		$14.5K Buy
+240
New +$13.6K ﹤0.01% 673
2025
Q3 		– Sell
-235
Closed -$11.3K – 890
2025
Q2 		$11.3K Sell
235
-139
-37% -$6.68K ﹤0.01% 617
2025
Q1 		$18.1K Sell
374
-369
-50% -$18.4K 0.01% 498
2024
Q4 		$36.3K Buy
743
+1
+0.1% +$54 0.01% 383
2024
Q3 		$46.1K Hold
742
– – 0.02% 331
2024
Q2 		$42.4K Sell
742
-179
-19% -$10.4K 0.02% 316
2024
Q1 		$53.2K Buy
921
+15
+2% +$898 0.02% 301
2023
Q4 		$61.9K Buy
906
+267
+42% +$16.1K 0.03% 308
2023
Q3 		$36.4K Buy
639
+174
+37% +$10.2K 0.02% 345
2023
Q2 		$27.7K Buy
465
+330
+244% +$19.7K 0.02% 384
2023
Q1 		$8.56K Buy
+135
New +$8.7K 0.01% 570

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

Cape Investment Advisory's BHP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BHP (BHP) in Q2 2026: 227 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BHP as recently as Q4 2025.

Cape Investment Advisory first reported a position in BHP in Q1 2023 and has held it in 12 quarters since. The position peaked at $61.9K in Q4 2023. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Cape Investment Advisory held 227 shares of BHP worth $18.9K as of Q2 2026.
  • BHP was a new Cape Investment Advisory position in Q2 2026.
  • BHP made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #711 holding.
  • Cape Investment Advisory first reported a position in BHP in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's BHP position peaked at $61.9K in Q4 2023.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.