Corient Private Wealth
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Corient Private Wealth’s BHP BHP Stock Holding History

Corient Private Wealth’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 		$23.2M Sell
319,655
-324,451
-50% -$22.9M 0.03% 370
2025
Q4 		$38.9M Buy
644,106
+320,122
+99% +$18.2M 0.03% 418
2025
Q3 		$18.1M Sell
323,984
-2,272
-0.7% -$121K 0.03% 405
2025
Q2 		$15.7M Buy
326,256
+1,193
+0.4% +$57.3K 0.02% 429
2025
Q1 		$15.8M Sell
325,063
-51,650
-14% -$2.57M 0.03% 428
2024
Q4 		$18.4M Sell
376,713
-11,002
-3% -$598K 0.03% 408
2024
Q3 		$24.1M Sell
387,715
-10,068
-3% -$556K 0.04% 391
2024
Q2 		$22.7M Sell
397,783
-13,988
-3% -$813K 0.04% 367
2024
Q1 		$23.8M Sell
411,771
-30,691
-7% -$1.84M 0.04% 351
2023
Q4 		$30.2M Sell
442,462
-26,181
-6% -$1.58M 0.06% 308
2023
Q3 		$26.7M Sell
468,643
-1,753
-0.4% -$102K 0.06% 293
2023
Q2 		$28.1M Buy
470,396
+260,135
+124% +$15.5M 0.06% 280
2023
Q1 		$13.3M Buy
210,261
+176,561
+524% +$11.4M 0.04% 387
2022
Q4 		$2.09M Buy
+33,700
New +$1.9M 0.01% 691

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 $761B 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 $5.7T 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 $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return