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Crestwood Advisors Group’s BHP BHP Stock Holding History

Crestwood Advisors Group’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 		$275K Buy
+3,785
New +$267K ﹤0.01% 619

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

Crestwood Advisors Group's BHP Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in BHP (BHP) in Q1 2026: 3,785 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings.

730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Crestwood Advisors Group held 3,785 shares of BHP worth $275K as of Q1 2026.
  • BHP was a new Crestwood Advisors Group position in Q1 2026.
  • BHP made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #619 holding.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.