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 Q2	$417K	Buy	4,999 +1,214	+32%	+$101K	0.01%	558
2026 Q1	$275K	Buy	+3,785	New	+$267K	﹤0.01%	619

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

Crestwood Advisors Group's BHP Position: Q2 2026 in Review

Crestwood Advisors Group increased its BHP (BHP) stake by 32% in Q2 2026, buying an estimated $101K and bringing the position to 4,999 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #558.

Crestwood Advisors Group first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Crestwood Advisors Group held 4,999 shares of BHP worth $417K as of Q2 2026.
Crestwood Advisors Group bought 1,214 BHP shares in Q2 2026, an estimated $101K.
BHP made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #558 holding.
Crestwood Advisors Group first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.