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Diversified Trust’s BHP BHP Stock Holding History

Diversified Trust’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 		$265K Buy
+3,182
New +$264K ﹤0.01% 957
2024
Q1 		– Sell
-3,032
Closed -$207K – 842
2023
Q4 		$207K Buy
+3,032
New +$183K 0.01% 776
2023
Q3 		– Sell
-3,355
Closed -$200K – 843
2023
Q2 		$200K Buy
+3,355
New +$200K 0.01% 762

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diversified Trust's BHP Position: Q2 2026 in Review

Diversified Trust opened a new position in BHP (BHP) in Q2 2026: 3,182 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Diversified Trust previously reported a position in BHP as recently as Q4 2023.

Diversified Trust first reported a position in BHP in Q2 2023 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Diversified Trust held 3,182 shares of BHP worth $265K as of Q2 2026.
  • BHP was a new Diversified Trust position in Q2 2026.
  • BHP made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #957 holding.
  • Diversified Trust first reported a position in BHP in Q2 2023 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.