Cordatus Wealth Management’s BHP BHP Stock Holding History

Cordatus 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 Q1	$733K	Buy	10,071 +38	+0.4%	+$2.69K	0.17%	95
2025 Q4	$606K	Sell	10,033 -357	-3%	-$20.3K	0.14%	109
2025 Q3	$579K	Buy	10,390 +42	+0.4%	+$2.23K	0.14%	108
2025 Q2	$498K	Sell	10,348 -212	-2%	-$10.2K	0.12%	119
2025 Q1	$513K	Buy	+10,560	New	+$526K	0.14%	107
2023 Q3	–	Sell	-8,106	Closed	-$484K	–	74
2023 Q2	$484K	Buy	+8,106	New	+$483K	0.18%	95

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cordatus Wealth Management's BHP Position: Q1 2026 in Review

Cordatus Wealth Management increased its BHP (BHP) stake by 0.38% in Q1 2026, buying an estimated $2.69K and bringing the position to 10,071 shares worth $733K. The position accounts for 0.17% of the portfolio, ranked #95.

Cordatus Wealth Management first reported a position in BHP in Q2 2023 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Cordatus Wealth Management held 10,071 shares of BHP worth $733K as of Q1 2026.
Cordatus Wealth Management bought 38 BHP shares in Q1 2026, an estimated $2.69K.
BHP made up 0.17% of Cordatus Wealth Management's portfolio in Q1 2026, its #95 holding.
Cordatus Wealth Management first reported a position in BHP in Q2 2023 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.