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Dynasty Wealth Management’s BHP BHP Stock Holding History

Dynasty Wealth Management’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 		$1.19M Buy
14,320
+121
+0.9% +$10K 0.01% 174
2026
Q1 		$1.03M Sell
14,199
-215
-1% -$15.2K 0.01% 182
2025
Q4 		$870K Buy
14,414
+1,057
+8% +$60.1K 0.01% 197
2025
Q3 		$745K Buy
+13,357
New +$711K 0.01% 186
2024
Q2 		– Sell
-12,473
Closed -$720K – 245
2024
Q1 		$720K Buy
+12,473
New +$747K 0.02% 154

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

Dynasty Wealth Management's BHP Position: Q2 2026 in Review

Dynasty Wealth Management increased its BHP (BHP) stake by 0.85% in Q2 2026, buying an estimated $10K and bringing the position to 14,320 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #174.

Dynasty Wealth Management first reported a position in BHP in Q1 2024 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Dynasty Wealth Management held 14,320 shares of BHP worth $1.19M as of Q2 2026.
  • Dynasty Wealth Management bought 121 BHP shares in Q2 2026, an estimated $10K.
  • BHP made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Dynasty Wealth Management first reported a position in BHP in Q1 2024 and has held it in 5 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.