Exencial Wealth Advisors’s BHP BHP Stock Holding History

Exencial 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	$279K	Buy	3,835 +417	+12%	+$29.5K	0.01%	493
2025 Q4	$206K	Sell	3,418 -455	-12%	-$25.9K	0.01%	539
2025 Q3	$216K	Buy	+3,873	New	+$206K	0.01%	501
2024 Q4	–	Sell	-3,336	Closed	-$207K	–	504
2024 Q3	$207K	Buy	+3,336	New	+$184K	0.01%	481
2024 Q2	–	Sell	-3,756	Closed	-$217K	–	488
2024 Q1	$217K	Buy	3,756 +118	+3%	+$7.06K	0.01%	479
2023 Q4	$249K	Buy	+3,638	New	+$220K	0.01%	447
2023 Q2	–	Sell	-3,265	Closed	-$207K	–	431
2023 Q1	$207K	Sell	3,265 -672	-17%	-$43.3K	0.01%	398
2022 Q4	$244K	Buy	+3,937	New	+$221K	0.01%	386
2022 Q2	–	Sell	-3,472	Closed	-$239K	–	423
2022 Q1	$239K	Buy	+3,472	New	+$211K	0.01%	396
2021 Q3	–	Sell	-3,115	Closed	-$202K	–	336
2021 Q2	$202K	Buy	+3,115	New	+$206K	0.01%	433

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Exencial Wealth Advisors increased its BHP (BHP) stake by 12% in Q1 2026, buying an estimated $29.5K and bringing the position to 3,835 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #493.

Exencial Wealth Advisors first reported a position in BHP in Q2 2021 and has held it in 10 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Exencial Wealth Advisors held 3,835 shares of BHP worth $279K as of Q1 2026.
Exencial Wealth Advisors bought 417 BHP shares in Q1 2026, an estimated $29.5K.
BHP made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #493 holding.
Exencial Wealth Advisors first reported a position in BHP in Q2 2021 and has held it in 10 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.