EWA
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EverSource Wealth Advisors’s BHP BHP Stock Holding History

EverSource 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 		$392K Buy
5,386
+2,033
+61% +$144K 0.01% 715
2025
Q4 		$202K Buy
3,353
+90
+3% +$5.11K 0.01% 943
2025
Q3 		$182K Sell
3,263
-511
-14% -$27.2K 0.01% 959
2025
Q2 		$182K Buy
3,774
+2,395
+174% +$115K 0.01% 901
2025
Q1 		$66.9K Sell
1,379
-351
-20% -$17.5K ﹤0.01% 1087
2024
Q4 		$84.5K Sell
1,730
-553
-24% -$30.1K ﹤0.01% 961
2024
Q3 		$142K Sell
2,283
-95
-4% -$5.25K 0.01% 674
2024
Q2 		$132K Buy
2,378
+625
+36% +$36.3K 0.01% 702
2024
Q1 		$96.7K Buy
1,753
+350
+25% +$20.9K 0.01% 719
2023
Q4 		$95.8K Buy
1,403
+266
+23% +$16.1K 0.01% 654
2023
Q3 		$64.6K Sell
1,137
-596
-34% -$34.8K 0.01% 723
2023
Q2 		$103K Buy
1,733
+264
+18% +$15.7K 0.01% 572
2023
Q1 		$93.2K Buy
1,469
+165
+13% +$10.6K 0.01% 561
2022
Q4 		$80.9K Buy
1,304
+701
+116% +$39.4K 0.01% 577
2022
Q3 		$30K Sell
603
-1,266
-68% -$67K 0.01% 761
2022
Q2 		$106K Buy
1,869
+1,603
+603% +$99.5K 0.03% 357
2022
Q1 		$18K Buy
266
+81
+44% +$4.92K ﹤0.01% 734
2021
Q4 		$10K Buy
+185
New +$9.25K ﹤0.01% 952

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 $761B 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 $5.7T 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 $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return