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Chung Wu Investment Group’s BHP BHP Stock Holding History

Chung Wu Investment 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 		$50K Hold
600
– – 0.03% 158
2026
Q1 		$43.6K Buy
600
+332
+124% +$23.5K 0.04% 141
2025
Q4 		$16.2K Hold
268
– – 0.01% 193
2025
Q3 		$14.9K Hold
268
– – 0.01% 191
2025
Q2 		$12.9K Buy
+268
New +$12.9K 0.01% 190

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

Chung Wu Investment Group's BHP Position: Q2 2026 in Review

Chung Wu Investment Group held its BHP (BHP) position steady in Q2 2026 at 600 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #158.

Chung Wu Investment Group first reported a position in BHP in Q2 2025 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Chung Wu Investment Group held 600 shares of BHP worth $50K as of Q2 2026.
  • Chung Wu Investment Group left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.03% of Chung Wu Investment Group's portfolio in Q2 2026, its #158 holding.
  • Chung Wu Investment Group first reported a position in BHP in Q2 2025 and has held it in 5 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.