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Clearstead Advisors’s BHP BHP Stock Holding History

Clearstead Advisors’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 		$267K Buy
+3,207
New +$266K ﹤0.01% 966
2026
Q1 		– Sell
-384
Closed -$27.1K – 2322
2025
Q4 		$23.2K Buy
384
+326
+562% +$18.5K ﹤0.01% 1668
2025
Q3 		$3.23K Sell
58
-47
-45% -$2.5K ﹤0.01% 2313
2025
Q2 		$5.05K Hold
105
– – ﹤0.01% 2106
2025
Q1 		$5.1K Sell
105
-291
-73% -$14.5K ﹤0.01% 1745
2024
Q4 		$19.3K Buy
396
+11
+3% +$598 ﹤0.01% 1402
2024
Q3 		$23.9K Sell
385
-259
-40% -$14.3K ﹤0.01% 1377
2024
Q2 		$36.8K Buy
644
+101
+19% +$5.87K ﹤0.01% 1235
2024
Q1 		$31K Sell
543
-104
-16% -$6.22K ﹤0.01% 863
2023
Q4 		$44.2K Buy
647
+376
+139% +$22.7K ﹤0.01% 771
2023
Q3 		$15.4K Buy
271
+17
+7% +$994 ﹤0.01% 928
2023
Q2 		$15.2K Hold
254
– – ﹤0.01% 932
2023
Q1 		$16.1K Hold
254
– – ﹤0.01% 881
2022
Q4 		$15.8K Buy
254
+58
+30% +$3.26K ﹤0.01% 840
2022
Q3 		$10K Sell
196
-131
-40% -$6.94K ﹤0.01% 884
2022
Q2 		$18K Sell
327
-40
-11% -$2.48K ﹤0.01% 824
2022
Q1 		$25K Hold
367
– – ﹤0.01% 812
2021
Q4 		$20K Hold
367
– – ﹤0.01% 828
2021
Q3 		$18K Buy
367
+116
+46% +$7.08K ﹤0.01% 841
2021
Q2 		$16K Buy
251
+31
+14% +$2.05K ﹤0.01% 734
2021
Q1 		$14K Hold
220
– – ﹤0.01% 734
2020
Q4 		$13K Hold
220
– – ﹤0.01% 681
2020
Q3 		$10K Hold
220
– – ﹤0.01% 660
2020
Q2 		$10K Sell
220
-145
-40% -$5.68K ﹤0.01% 599
2020
Q1 		$12K Buy
+365
New +$15.2K ﹤0.01% 555

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

Clearstead Advisors's BHP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in BHP (BHP) in Q2 2026: 3,207 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BHP as recently as Q4 2025.

Clearstead Advisors first reported a position in BHP in Q1 2020 and has held it in 25 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Clearstead Advisors held 3,207 shares of BHP worth $267K as of Q2 2026.
  • BHP was a new Clearstead Advisors position in Q2 2026.
  • BHP made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #966 holding.
  • Clearstead Advisors first reported a position in BHP in Q1 2020 and has held it in 25 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.