Cerity Partners
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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
Q2 		$10.5M Buy
125,942
+8,519
+7% +$707K 0.01% 745
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
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

Cerity Partners's BHP Position: Q2 2026 in Review

Cerity Partners increased its BHP (BHP) stake by 7.3% in Q2 2026, buying an estimated $707K and bringing the position to 125,942 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #745.

Cerity Partners first reported a position in BHP in Q1 2022 and has held it in 18 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Cerity Partners held 125,942 shares of BHP worth $10.5M as of Q2 2026.
  • Cerity Partners bought 8,519 BHP shares in Q2 2026, an estimated $707K.
  • BHP made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #745 holding.
  • Cerity Partners first reported a position in BHP in Q1 2022 and has held it in 18 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.