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Congress Wealth Management’s BHP BHP Stock Holding History

Congress 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
2025
Q2 		$484K Buy
+10,074
New +$484K ﹤0.01% 937

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's BHP Position: Q2 2025 in Review

Congress Wealth Management opened a new position in BHP (BHP) in Q2 2025: 10,074 shares worth $484K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Congress Wealth Management held 10,074 shares of BHP worth $484K as of Q2 2025.
  • BHP was a new Congress Wealth Management position in Q2 2025.
  • BHP made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #937 holding.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.