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	-6,000	Closed	-$335K	–	1615
2025 Q3	$335K	Buy	+6,000	New	+$319K	﹤0.01%	1604
2023 Q1	–	Sell	-48,000	Closed	-$2.98M	–	1561
2022 Q4	$2.98M	Sell	48,000 -15,000	-24%	-$844K	0.02%	569
2022 Q3	$3.15M	Hold	63,000	–	–	0.02%	563
2022 Q2	$3.54M	Buy	63,000 +37,329	+145%	+$2.32M	0.02%	523
2022 Q1	$1.77M	Buy	+25,671	New	+$1.56M	﹤0.01%	1116

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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.