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Coldstream Capital Management’s BHP BHP Stock Holding History

Coldstream Capital Management’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 		$565K Buy
7,773
+888
+13% +$62.8K 0.01% 682
2025
Q4 		$416K Buy
6,885
+434
+7% +$24.7K 0.01% 782
2025
Q3 		$360K Buy
6,451
+452
+8% +$24.1K ﹤0.01% 862
2025
Q2 		$288K Buy
5,999
+1,307
+28% +$62.8K ﹤0.01% 907
2025
Q1 		$228K Sell
4,692
-459
-9% -$22.9K ﹤0.01% 942
2024
Q4 		$252K Buy
5,151
+332
+7% +$18K 0.01% 913
2024
Q3 		$299K Buy
4,819
+719
+18% +$39.7K 0.01% 842
2024
Q2 		$234K Buy
+4,100
New +$238K 0.01% 873

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coldstream Capital Management's BHP Position: Q1 2026 in Review

Coldstream Capital Management increased its BHP (BHP) stake by 13% in Q1 2026, buying an estimated $62.8K and bringing the position to 7,773 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #682.

Coldstream Capital Management first reported a position in BHP in Q2 2024 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Coldstream Capital Management held 7,773 shares of BHP worth $565K as of Q1 2026.
  • Coldstream Capital Management bought 888 BHP shares in Q1 2026, an estimated $62.8K.
  • BHP made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #682 holding.
  • Coldstream Capital Management first reported a position in BHP in Q2 2024 and has held it in 8 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.