Cary Street Partners Investment Advisory’s BHP BHP Stock Holding History

Cary Street Partners 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	$307K	Buy	3,686 +301	+9%	+$25K	0.06%	294
2026 Q1	$246K	Buy	3,385 +169	+5%	+$11.9K	0.06%	306
2025 Q4	$194K	Buy	3,216 +128	+4%	+$7.27K	0.05%	336
2025 Q3	$172K	Buy	+3,088	New	+$164K	0.07%	294
2023 Q4	–	Sell	-1,488	Closed	-$84.7K	–	751
2023 Q3	$84.7K	Sell	1,488 -1	-0.1%	-$58	﹤0.01%	747
2023 Q2	$88.8K	Buy	1,489 +610	+69%	+$36.4K	0.01%	688
2023 Q1	$55.8K	Sell	879 -2	-0.2%	-$129	﹤0.01%	713
2022 Q4	$54.7K	Buy	+881	New	+$49.5K	﹤0.01%	720

Other funds holding BHP

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

Citigroup New York $303B AUM 53.02% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cary Street Partners Investment Advisory's BHP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its BHP (BHP) stake by 8.9% in Q2 2026, buying an estimated $25K and bringing the position to 3,686 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #294.

Cary Street Partners Investment Advisory first reported a position in BHP in Q4 2022 and has held it in 8 quarters since. 589 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Cary Street Partners Investment Advisory held 3,686 shares of BHP worth $307K as of Q2 2026.
Cary Street Partners Investment Advisory bought 301 BHP shares in Q2 2026, an estimated $25K.
BHP made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #294 holding.
Cary Street Partners Investment Advisory first reported a position in BHP in Q4 2022 and has held it in 8 quarters since.
589 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.