Cassaday & Co Wealth Management’s BHP BHP Stock Holding History

Cassaday & Co 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
2026 Q2	$61.5K	Hold	738	–	–	﹤0.01%	586
2026 Q1	$53.7K	Buy	+738	New	+$52.2K	﹤0.01%	592

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

Cassaday & Co Wealth Management's BHP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its BHP (BHP) position steady in Q2 2026 at 738 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Cassaday & Co Wealth Management first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Cassaday & Co Wealth Management held 738 shares of BHP worth $61.5K as of Q2 2026.
Cassaday & Co Wealth Management left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #586 holding.
Cassaday & Co Wealth Management first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.