Castellan Group’s BHP BHP Stock Holding History

Castellan Group’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 Q1	$1.97M	Hold	27,083	–	–	0.27%	28
2025 Q4	$1.64M	Buy	27,083 +139	+0.5%	+$7.9K	0.21%	48
2025 Q3	$1.5M	Buy	26,944 +309	+1%	+$16.4K	0.22%	25
2025 Q2	$1.28M	Hold	26,635	–	–	0.24%	23
2025 Q1	$1.29M	Buy	26,635 +4,120	+18%	+$205K	0.36%	53
2024 Q4	$1.1M	Sell	22,515 -1,970	-8%	-$107K	0.48%	52
2024 Q3	$1.52M	Hold	24,485	–	–	0.64%	49
2024 Q2	$1.4M	Buy	24,485 +4,765	+24%	+$277K	0.67%	46
2024 Q1	$1.14M	Hold	19,720	–	–	0.58%	50
2023 Q4	$1.35M	Sell	19,720 -3,235	-14%	-$195K	0.84%	47
2023 Q3	$1.31M	Buy	22,955 +3,399	+17%	+$199K	0.92%	50
2023 Q2	$1.17M	Sell	19,556 -649	-3%	-$38.7K	0.75%	52
2023 Q1	$1.28M	Sell	20,205 -525	-3%	-$33.9K	0.88%	47
2022 Q4	$1.29M	Sell	20,730 -2,130	-9%	-$120K	0.9%	51
2022 Q3	$1.14M	Buy	22,860 +3,485	+18%	+$185K	0.89%	50
2022 Q2	$1.09M	Buy	19,375 +4,118	+27%	+$256K	0.86%	52
2022 Q1	$1.05M	Sell	15,257 -7,440	-33%	-$452K	0.73%	57
2021 Q4	$1.22M	Buy	22,697 +1,432	+7%	+$71.6K	0.85%	59
2021 Q3	$1.01M	Buy	+21,265	New	+$1.3M	0.52%	76

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return