CVA Family Office’s BHP BHP Stock Holding History

CVA Family Office’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	$262K	Hold	3,600	–	–	0.03%	271
2025 Q4	$217K	Hold	3,600	–	–	0.03%	280
2025 Q3	$201K	Hold	3,600	–	–	0.03%	292
2025 Q2	$173K	Sell	3,600 -42	-1%	-$2.02K	0.02%	315
2025 Q1	$177K	Buy	3,642 +42	+1%	+$2.09K	0.03%	298
2024 Q4	$176K	Sell	3,600 -111	-3%	-$6.03K	0.03%	286
2024 Q3	$230K	Sell	3,711 -24	-0.6%	-$1.32K	0.04%	234
2024 Q2	$213K	Buy	3,735 +135	+4%	+$7.84K	0.04%	230
2024 Q1	$208K	Hold	3,600	–	–	0.04%	242
2023 Q4	$246K	Hold	3,600	–	–	0.05%	205
2023 Q3	$205K	Sell	3,600 -240	-6%	-$14K	0.05%	219
2023 Q2	$229K	Hold	3,840	–	–	0.05%	207
2023 Q1	$243K	Sell	3,840 -210	-5%	-$13.5K	0.05%	191
2022 Q4	$251K	Buy	4,050 +3,810	+1,588%	+$214K	0.06%	170
2022 Q3	$12K	Hold	240	–	–	﹤0.01%	600
2022 Q2	$13K	Sell	240 -29	-11%	-$1.8K	﹤0.01%	609
2022 Q1	$19K	Hold	269	–	–	﹤0.01%	569
2021 Q4	$14K	Buy	+269	New	+$13.5K	﹤0.01%	580
2021 Q3	–	Sell	-269	Closed	-$17K	–	418
2021 Q2	$17K	Buy	+269	New	+$17.8K	﹤0.01%	559

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

CVA Family Office's BHP Position: Q1 2026 in Review

CVA Family Office held its BHP (BHP) position steady in Q1 2026 at 3,600 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #271.

CVA Family Office first reported a position in BHP in Q2 2021 and has held it in 19 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

CVA Family Office held 3,600 shares of BHP worth $262K as of Q1 2026.
CVA Family Office left its BHP share count unchanged in Q1 2026.
BHP made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #271 holding.
CVA Family Office first reported a position in BHP in Q2 2021 and has held it in 19 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.