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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
Q2 		$300K Sell
3,601
-1,785
-33% -$148K 0.01% 799
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 $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

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

EverSource Wealth Advisors reduced its BHP (BHP) stake by 33% in Q2 2026, selling an estimated $148K and leaving 3,601 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #799.

EverSource Wealth Advisors first reported a position in BHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $392K in Q1 2026. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • EverSource Wealth Advisors held 3,601 shares of BHP worth $300K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,785 BHP shares in Q2 2026, an estimated $148K.
  • BHP made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #799 holding.
  • EverSource Wealth Advisors first reported a position in BHP in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's BHP position peaked at $392K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.