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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
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 $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

EP Wealth Advisors's BHP Position: Q1 2026 in Review

EP Wealth Advisors increased its BHP (BHP) stake by 5.6% in Q1 2026, buying an estimated $32.3K and bringing the position to 8,586 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

EP Wealth Advisors first reported a position in BHP in Q2 2022 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • EP Wealth Advisors held 8,586 shares of BHP worth $625K as of Q1 2026.
  • EP Wealth Advisors bought 457 BHP shares in Q1 2026, an estimated $32.3K.
  • BHP made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #812 holding.
  • EP Wealth Advisors first reported a position in BHP in Q2 2022 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.