Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s BHP BHP Stock Holding History

Envestnet Portfolio Solutions’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 		$338K Sell
4,652
-950
-17% -$67.1K ﹤0.01% 1059
2025
Q4 		$338K Sell
5,602
-88
-2% -$5K ﹤0.01% 1222
2025
Q3 		$317K Buy
5,690
+32
+0.6% +$1.7K ﹤0.01% 1217
2025
Q2 		$272K Sell
5,658
-535
-9% -$25.7K ﹤0.01% 1386
2025
Q1 		$301K Sell
6,193
-8,189
-57% -$408K ﹤0.01% 1287
2024
Q4 		$702K Buy
14,382
+1,959
+16% +$106K ﹤0.01% 1080
2024
Q3 		$772K Sell
12,423
-868
-7% -$47.9K ﹤0.01% 998
2024
Q2 		$759K Sell
13,291
-250
-2% -$14.5K ﹤0.01% 960
2024
Q1 		$781K Buy
13,541
+2,901
+27% +$174K ﹤0.01% 934
2023
Q4 		$727K Buy
10,640
+2,342
+28% +$141K ﹤0.01% 903
2023
Q3 		$472K Buy
+8,298
New +$485K ﹤0.01% 1009

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Portfolio Solutions's BHP Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its BHP (BHP) stake by 17% in Q1 2026, selling an estimated $67.1K and leaving 4,652 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Envestnet Portfolio Solutions first reported a position in BHP in Q3 2023 and has held it in 11 quarters since. The position peaked at $781K in Q1 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Envestnet Portfolio Solutions held 4,652 shares of BHP worth $338K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 950 BHP shares in Q1 2026, an estimated $67.1K.
  • BHP made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1059 holding.
  • Envestnet Portfolio Solutions first reported a position in BHP in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's BHP position peaked at $781K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.