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	–	Sell	-502	Closed	-$51.1K	–	3667
2026 Q1	$51.1K	Buy	+502	New	+$35.5K	﹤0.01%	1277

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 822 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.
822 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.