Capstone Investment Advisors
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Capstone Investment Advisors’s BHP BHP Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-14,700
Closed -$820K – 1614
2025
Q3 		$820K Buy
+14,700
New +$782K ﹤0.01% 1109
2023
Q1 		– Sell
-36,300
Closed -$2.25M – 1560
2022
Q4 		$2.25M Sell
36,300
-13,200
-27% -$742K 0.02% 669
2022
Q3 		$2.48M Hold
49,500
– – 0.02% 679
2022
Q2 		$2.78M Buy
49,500
+13,852
+39% +$860K 0.01% 639
2022
Q1 		$2.46M Buy
+35,648
New +$2.17M 0.01% 960

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

Capstone Investment Advisors's BHP Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in BHP (BHP) in Q2 2026: 2,430 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BHP as recently as Q3 2022.

Capstone Investment Advisors first reported a position in BHP in Q2 2022 and has held it in 3 quarters since. The position peaked at $281K in Q2 2022. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Capstone Investment Advisors held 2,430 shares of BHP worth $202K as of Q2 2026.
  • BHP was a new Capstone Investment Advisors position in Q2 2026.
  • BHP made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1607 holding.
  • Capstone Investment Advisors first reported a position in BHP in Q2 2022 and has held it in 3 quarters since.
  • Capstone Investment Advisors's BHP position peaked at $281K in Q2 2022.
  • 821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.