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EP Wealth Advisors’s BHP BHP Stock Holding History

EP Wealth Advisors’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 		$782K Buy
9,386
+800
+9% +$66.4K ﹤0.01% 837
2026
Q1 		$625K Buy
8,586
+457
+6% +$32.3K ﹤0.01% 812
2025
Q4 		$491K Buy
+8,129
New +$462K ﹤0.01% 886
2025
Q2 		$271K Buy
+5,638
New +$271K ﹤0.01% 1082
2024
Q4 		– Sell
-3,895
Closed -$242K – 1247
2024
Q3 		$242K Buy
+3,895
New +$215K ﹤0.01% 952
2023
Q4 		– Sell
-3,560
Closed -$202K – 818
2023
Q3 		$202K Buy
+3,560
New +$208K ﹤0.01% 667
2022
Q3 		– Sell
-8,116
Closed -$456K – 367
2022
Q2 		$456K Buy
+8,116
New +$504K 0.01% 390

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

EP Wealth Advisors's BHP Position: Q2 2026 in Review

EP Wealth Advisors increased its BHP (BHP) stake by 9.3% in Q2 2026, buying an estimated $66.4K and bringing the position to 9,386 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

EP Wealth Advisors first reported a position in BHP in Q2 2022 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • EP Wealth Advisors held 9,386 shares of BHP worth $782K as of Q2 2026.
  • EP Wealth Advisors bought 800 BHP shares in Q2 2026, an estimated $66.4K.
  • BHP made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #837 holding.
  • EP Wealth Advisors first reported a position in BHP in Q2 2022 and has held it in 7 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.