Capital A Wealth Management’s BHP BHP Stock Holding History

Capital A 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
2025 Q2	–	Sell	-54	Closed	-$2.62K	–	463
2025 Q1	$2.62K	Hold	54	–	–	﹤0.01%	453
2024 Q4	$2.64K	Buy	+54	New	+$2.94K	﹤0.01%	449

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

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

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

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

Capital A Wealth Management's BHP Position: Q2 2025 in Review

Capital A Wealth Management sold out of BHP (BHP) in Q2 2025, closing a stake of 54 shares — an estimated $2.62K sold.

Capital A Wealth Management first reported a position in BHP in Q4 2024 and held it in 2 quarters. The position peaked at $2.64K in Q4 2024. 614 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

Capital A Wealth Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 54 BHP shares in Q2 2025, an estimated $2.62K.
Capital A Wealth Management first reported a position in BHP in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's BHP position peaked at $2.64K in Q4 2024.
614 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.