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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
Q2 		$2.06M Sell
24,668
-2,415
-9% -$200K 0.23% 23
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 $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

Castellan Group's BHP Position: Q2 2026 in Review

Castellan Group reduced its BHP (BHP) stake by 8.9% in Q2 2026, selling an estimated $200K and leaving 24,668 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #23.

Castellan Group first reported a position in BHP in Q3 2021 and has held it in 20 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Castellan Group held 24,668 shares of BHP worth $2.06M as of Q2 2026.
  • Castellan Group sold 2,415 BHP shares in Q2 2026, an estimated $200K.
  • BHP made up 0.23% of Castellan Group's portfolio in Q2 2026, its #23 holding.
  • Castellan Group first reported a position in BHP in Q3 2021 and has held it in 20 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.