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Concurrent Investment Advisors’s BHP BHP Stock Holding History

Concurrent Investment 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 		$475K Buy
5,701
+511
+10% +$42.4K ﹤0.01% 1437
2026
Q1 		$377K Buy
+5,190
New +$367K ﹤0.01% 1360

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

Concurrent Investment Advisors's BHP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BHP (BHP) stake by 9.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,701 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Concurrent Investment Advisors first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Concurrent Investment Advisors held 5,701 shares of BHP worth $475K as of Q2 2026.
  • Concurrent Investment Advisors bought 511 BHP shares in Q2 2026, an estimated $42.4K.
  • BHP made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1437 holding.
  • Concurrent Investment Advisors first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.