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Compass Wealth Management’s BHP BHP Stock Holding History

Compass Wealth 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
Q2 		$212K Buy
+2,550
New +$212K 0.04% 164
2025
Q2 		– Sell
-2,765
Closed -$134K – 180
2025
Q1 		$134K Sell
2,765
-485
-15% -$24.1K 0.03% 173
2024
Q4 		$159K Sell
3,250
-250
-7% -$13.6K 0.04% 161
2024
Q3 		$217K Sell
3,500
-110
-3% -$6.08K 0.05% 153
2024
Q2 		$206K Hold
3,610
– – 0.05% 156
2024
Q1 		$208K Hold
3,610
– – 0.05% 155
2023
Q4 		$247K Sell
3,610
-75
-2% -$4.53K 0.07% 141
2023
Q3 		$210K Sell
3,685
-175
-5% -$10.2K 0.07% 152
2023
Q2 		$230K Sell
3,860
-325
-8% -$19.4K 0.07% 149
2023
Q1 		$265K Hold
4,185
– – 0.08% 141
2022
Q4 		$260K Buy
+4,185
New +$235K 0.09% 138

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

Compass Wealth Management's BHP Position: Q2 2026 in Review

Compass Wealth Management opened a new position in BHP (BHP) in Q2 2026: 2,550 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in BHP as recently as Q1 2025.

Compass Wealth Management first reported a position in BHP in Q4 2022 and has held it in 11 quarters since. The position peaked at $265K in Q1 2023. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Compass Wealth Management held 2,550 shares of BHP worth $212K as of Q2 2026.
  • BHP was a new Compass Wealth Management position in Q2 2026.
  • BHP made up 0.04% of Compass Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Compass Wealth Management first reported a position in BHP in Q4 2022 and has held it in 11 quarters since.
  • Compass Wealth Management's BHP position peaked at $265K in Q1 2023.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.