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Corient IA’s BHP BHP Stock Holding History

Corient IA’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 		$217K Buy
+2,980
New +$211K 0.2% 188
2025
Q4 		– Sell
-5,000
Closed -$279K – 210
2025
Q3 		$279K Hold
5,000
– – 0.21% 192
2025
Q2 		$240K Hold
5,000
– – 0.14% 257
2025
Q1 		$243K Buy
+5,000
New +$249K 0.17% 244

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

Corient IA's BHP Position: Q1 2026 in Review

Corient IA opened a new position in BHP (BHP) in Q1 2026: 2,980 shares worth $217K. The stake represents 0.2% of the portfolio and ranks #188 among its holdings. This is a return to the name: Corient IA previously reported a position in BHP as recently as Q3 2025.

Corient IA first reported a position in BHP in Q1 2025 and has held it in 4 quarters since. The position peaked at $279K in Q3 2025. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Corient IA held 2,980 shares of BHP worth $217K as of Q1 2026.
  • BHP was a new Corient IA position in Q1 2026.
  • BHP made up 0.2% of Corient IA's portfolio in Q1 2026, its #188 holding.
  • Corient IA first reported a position in BHP in Q1 2025 and has held it in 4 quarters since.
  • Corient IA's BHP position peaked at $279K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.