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 $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

Creative Planning's BHP Position: Q1 2026 in Review

Creative Planning increased its BHP (BHP) stake by 21% in Q1 2026, buying an estimated $5.21M and bringing the position to 428,103 shares worth $31.1M. The position accounts for 0.02% of the portfolio, ranked #304.

Creative Planning first reported a position in BHP in Q2 2013 and has held it in 52 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Creative Planning held 428,103 shares of BHP worth $31.1M as of Q1 2026.
Creative Planning bought 73,793 BHP shares in Q1 2026, an estimated $5.21M.
BHP made up 0.02% of Creative Planning's portfolio in Q1 2026, its #304 holding.
Creative Planning first reported a position in BHP in Q2 2013 and has held it in 52 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.