Flatrock Wealth Partners’s BHP BHP Stock Holding History

Flatrock Wealth Partners’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	$233K	Sell	2,794 -24	-0.9%	-$1.99K	0.09%	150
2026 Q1	$205K	Buy	+2,818	New	+$199K	0.09%	156

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

Flatrock Wealth Partners's BHP Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its BHP (BHP) stake by 0.85% in Q2 2026, selling an estimated $1.99K and leaving 2,794 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #150.

Flatrock Wealth Partners first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Flatrock Wealth Partners held 2,794 shares of BHP worth $233K as of Q2 2026.
Flatrock Wealth Partners sold 24 BHP shares in Q2 2026, an estimated $1.99K.
BHP made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #150 holding.
Flatrock Wealth Partners first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.