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Cherry Tree Wealth Management’s BHP BHP Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-26
Closed -$1.26K – 620
2025
Q1 		$1.26K Hold
26
– – ﹤0.01% 669
2024
Q4 		$1.27K Hold
26
– – ﹤0.01% 564
2024
Q3 		$1.61K Hold
26
– – ﹤0.01% 546
2024
Q2 		$1.49K Hold
26
– – ﹤0.01% 528
2024
Q1 		$1.5K Hold
26
– – ﹤0.01% 521
2023
Q4 		$1.78K Hold
26
– – ﹤0.01% 511
2023
Q3 		$1.48K Hold
26
– – ﹤0.01% 503
2023
Q2 		$1.55K Buy
+26
New +$1.55K ﹤0.01% 510

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's BHP Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of BHP (BHP) in Q2 2025, closing a stake of 26 shares — an estimated $1.26K sold.

Cherry Tree Wealth Management first reported a position in BHP in Q2 2023 and held it in 8 quarters. The position peaked at $1.78K in Q4 2023. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 26 BHP shares in Q2 2025, an estimated $1.26K.
  • Cherry Tree Wealth Management first reported a position in BHP in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's BHP position peaked at $1.78K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.