Clearstead Trust’s BHP BHP Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-161	Closed	-$8.98K	–	1070
2025 Q3	$8.98K	Hold	161	–	–	﹤0.01%	608
2025 Q2	$7.74K	Buy	+161	New	+$7.74K	﹤0.01%	648

Other funds holding BHP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clearstead Trust's BHP Position: Q4 2025 in Review

Clearstead Trust sold out of BHP (BHP) in Q4 2025, closing a stake of 161 shares — an estimated $8.98K sold.

Clearstead Trust first reported a position in BHP in Q2 2025 and held it in 2 quarters. The position peaked at $8.98K in Q3 2025. 683 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

Clearstead Trust reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 161 BHP shares in Q4 2025, an estimated $8.98K.
Clearstead Trust first reported a position in BHP in Q2 2025 and held it in 2 quarters.
Clearstead Trust's BHP position peaked at $8.98K in Q3 2025.
683 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.