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Ethic Inc’s BHP BHP Stock Holding History

Ethic Inc’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 		$1.01M Buy
13,870
+1,956
+16% +$138K 0.02% 656
2025
Q4 		$719K Buy
11,914
+1,214
+11% +$69K 0.01% 737
2025
Q3 		$597K Buy
10,700
+2,228
+26% +$119K 0.01% 780
2025
Q2 		$412K Buy
8,472
+1,972
+30% +$94.8K 0.01% 887
2025
Q1 		$317K Buy
6,500
+1,121
+21% +$55.8K 0.01% 920
2024
Q4 		$263K Sell
5,379
-1,453
-21% -$79K 0.01% 977
2024
Q3 		$394K Buy
6,832
+782
+13% +$43.2K 0.01% 821
2024
Q2 		$345K Sell
6,050
-782
-11% -$45.4K 0.01% 870
2024
Q1 		$394K Buy
6,832
+121
+2% +$7.24K 0.01% 820
2023
Q4 		$458K Buy
6,711
+1,301
+24% +$78.5K 0.01% 761
2023
Q3 		$308K Buy
5,410
+1,773
+49% +$104K 0.01% 797
2023
Q2 		$217K Buy
+3,637
New +$217K 0.01% 887

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

Ethic Inc's BHP Position: Q1 2026 in Review

Ethic Inc increased its BHP (BHP) stake by 16% in Q1 2026, buying an estimated $138K and bringing the position to 13,870 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #656.

Ethic Inc first reported a position in BHP in Q2 2023 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Ethic Inc held 13,870 shares of BHP worth $1.01M as of Q1 2026.
  • Ethic Inc bought 1,956 BHP shares in Q1 2026, an estimated $138K.
  • BHP made up 0.02% of Ethic Inc's portfolio in Q1 2026, its #656 holding.
  • Ethic Inc first reported a position in BHP in Q2 2023 and has held it in 12 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.