Creative Planning’s BHP BHP Stock Holding History

Creative Planning’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
2018 Q3	–	Sell	-1,121	Closed	-$2K	–	2083
2018 Q2	$2K	Buy	+1,121	New	+$48.5K	﹤0.01%	1999

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's BHP Position: Q2 2026 in Review

Creative Planning increased its BHP (BHP) stake by 20% in Q2 2026, buying an estimated $7.21M and bringing the position to 515,030 shares worth $42.9M. The position accounts for 0.03% of the portfolio, ranked #269.

Creative Planning first reported a position in BHP in Q2 2013 and has held it in 53 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Creative Planning held 515,030 shares of BHP worth $42.9M as of Q2 2026.
Creative Planning bought 86,927 BHP shares in Q2 2026, an estimated $7.21M.
BHP made up 0.03% of Creative Planning's portfolio in Q2 2026, its #269 holding.
Creative Planning first reported a position in BHP in Q2 2013 and has held it in 53 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.