Center for Financial Planning’s BHP BHP Stock Holding History

Center for Financial Planning’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	$41.7K	Hold	500	–	–	﹤0.01%	351
2026 Q1	$36.4K	Hold	500	–	–	﹤0.01%	347
2025 Q4	$30.2K	Hold	500	–	–	﹤0.01%	359
2025 Q3	$27.9K	Hold	500	–	–	﹤0.01%	376
2025 Q2	$24K	Hold	500	–	–	﹤0.01%	375
2025 Q1	$24.3K	Hold	500	–	–	﹤0.01%	369
2024 Q4	$24.4K	Hold	500	–	–	﹤0.01%	327
2024 Q3	$31.1K	Hold	500	–	–	﹤0.01%	299
2024 Q2	$28.5K	Hold	500	–	–	﹤0.01%	295
2024 Q1	$28.8K	Hold	500	–	–	﹤0.01%	295
2023 Q4	$34.2K	Hold	500	–	–	0.01%	261
2023 Q3	$28.4K	Hold	500	–	–	0.01%	270
2023 Q2	$29.8K	Hold	500	–	–	0.01%	284
2023 Q1	$31.7K	Hold	500	–	–	0.01%	259
2022 Q4	$31K	Hold	500	–	–	0.01%	257
2022 Q3	$25K	Hold	500	–	–	0.01%	274
2022 Q2	$28K	Sell	500 -61	-11%	-$3.79K	0.01%	264
2022 Q1	$39K	Hold	561	–	–	0.01%	251
2021 Q4	$30K	Hold	561	–	–	0.01%	276
2021 Q3	$27K	Hold	561	–	–	0.01%	284
2021 Q2	$36K	Hold	561	–	–	0.01%	248
2021 Q1	$35K	Hold	561	–	–	0.01%	247
2020 Q4	$33K	Hold	561	–	–	0.01%	241
2020 Q3	$26K	Hold	561	–	–	0.01%	239
2020 Q2	$25K	Hold	561	–	–	0.01%	237
2020 Q1	$18K	Hold	561	–	–	0.01%	263
2019 Q4	$27K	Buy	+561	New	+$25.5K	0.01%	232

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

Center for Financial Planning's BHP Position: Q2 2026 in Review

Center for Financial Planning held its BHP (BHP) position steady in Q2 2026 at 500 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Center for Financial Planning first reported a position in BHP in Q4 2019 and has held it in 27 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Center for Financial Planning held 500 shares of BHP worth $41.7K as of Q2 2026.
Center for Financial Planning left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #351 holding.
Center for Financial Planning first reported a position in BHP in Q4 2019 and has held it in 27 quarters since.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.