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Diversify Wealth Management’s BP BP Stock Holding History

Diversify Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$536K Buy
12,657
+5,356
+73% +$235K 0.01% 838
2026
Q1 		$342K Buy
+7,301
New +$286K 0.01% 924

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Diversify Wealth Management's BP Position: Q2 2026 in Review

Diversify Wealth Management increased its BP (BP) stake by 73% in Q2 2026, buying an estimated $235K and bringing the position to 12,657 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #838.

Diversify Wealth Management first reported a position in BP in Q1 2026 and has held it in 2 quarters since. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Diversify Wealth Management held 12,657 shares of BP worth $536K as of Q2 2026.
  • Diversify Wealth Management bought 5,356 BP shares in Q2 2026, an estimated $235K.
  • BP made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #838 holding.
  • Diversify Wealth Management first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.