Evolve Private Wealth’s BHP BHP Stock Holding History

Evolve Private Wealth’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	$392K	Buy	4,707 +120	+3%	+$9.96K	0.02%	610
2026 Q1	$334K	Buy	+4,587	New	+$324K	0.02%	735

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolve Private Wealth's BHP Position: Q2 2026 in Review

Evolve Private Wealth increased its BHP (BHP) stake by 2.6% in Q2 2026, buying an estimated $9.96K and bringing the position to 4,707 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #610.

Evolve Private Wealth first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Evolve Private Wealth held 4,707 shares of BHP worth $392K as of Q2 2026.
Evolve Private Wealth bought 120 BHP shares in Q2 2026, an estimated $9.96K.
BHP made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #610 holding.
Evolve Private Wealth first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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