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Capital Performance Advisors’s BHP BHP Stock Holding History

Capital Performance Advisors’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 		– Sell
-2,764
Closed -$201K – 329
2026
Q1 		$201K Buy
+2,764
New +$195K 0.01% 450
2024
Q4 		– Sell
-100
Closed -$6.21K – 476
2024
Q3 		$6.21K Buy
+100
New +$5.52K ﹤0.01% 1021

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

Capital Performance Advisors's BHP Position: Q2 2026 in Review

Capital Performance Advisors sold out of BHP (BHP) in Q2 2026, closing a stake of 2,764 shares — an estimated $201K sold.

Capital Performance Advisors first reported a position in BHP in Q3 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2026. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Capital Performance Advisors reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,764 BHP shares in Q2 2026, an estimated $201K.
  • Capital Performance Advisors first reported a position in BHP in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's BHP position peaked at $201K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.