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Cerity Partners’s
BHP
BHP
Stock Holding History
Cerity Partners’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
$8.54M
Buy
117,423
+5,919
+5%
+$418K
0.01%
774
2025
Q4
$6.73M
Sell
111,504
-7,143
-6%
-$406K
0.01%
810
2025
Q3
$6.61M
Buy
118,647
+9,204
+8%
+$490K
0.01%
753
2025
Q2
$5.26M
Buy
109,443
+8,522
+8%
+$410K
0.01%
782
2025
Q1
$4.9M
Buy
100,921
+29,258
+41%
+$1.46M
0.01%
743
2024
Q4
$4.01M
Sell
71,663
-12,929
-15%
-$703K
0.01%
808
2024
Q3
$5.26M
Buy
84,592
+17,191
+26%
+$949K
0.01%
679
2024
Q2
$3.85M
Sell
67,401
-69,342
-51%
-$4.03M
0.01%
689
2024
Q1
$7.89M
Buy
136,743
+28,490
+26%
+$1.71M
0.02%
524
2023
Q4
$7.39M
Sell
108,253
-300
-0.3%
-$18.1K
0.02%
435
2023
Q3
$6.17M
Buy
108,553
+29,169
+37%
+$1.71M
0.03%
382
2023
Q2
$4.74M
Buy
79,384
+1,616
+2%
+$96.4K
0.02%
507
2023
Q1
$5.69M
Buy
77,768
+4,897
+7%
+$316K
0.01%
466
2022
Q4
$4.52M
Buy
72,871
+61,027
+515%
+$3.43M
0.03%
381
2022
Q3
$593K
Sell
11,844
-32,884
-74%
-$1.74M
0.01%
651
2022
Q2
$2.51M
Buy
44,728
+33,645
+304%
+$2.09M
0.03%
361
2022
Q1
$765K
Buy
+11,083
New
+$673K
0.01%
491
Other funds holding BHP
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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