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 Q1	$51.1K	Buy	+502	New	+$35.5K	﹤0.01%	1277

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's BHP Position: Q1 2026 in Review

Clearstead Advisors sold out of BHP (BHP) in Q1 2026, closing a stake of 384 shares — an estimated $27.1K sold.

Clearstead Advisors first reported a position in BHP in Q1 2020 and held it in 24 quarters. The position peaked at $44.2K in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Clearstead Advisors reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 384 BHP shares in Q1 2026, an estimated $27.1K.
Clearstead Advisors first reported a position in BHP in Q1 2020 and held it in 24 quarters.
Clearstead Advisors's BHP position peaked at $44.2K in Q4 2023.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.