Focus Partners Wealth
BHP icon

Focus Partners Wealth’s BHP BHP Stock Holding History

Focus Partners 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
Q1 		$2.53M Buy
33,916
+7,058
+26% +$499K ﹤0.01% 1208
2025
Q4 		$1.62M Buy
26,858
+7,223
+37% +$410K ﹤0.01% 1420
2025
Q3 		$1.17M Buy
19,635
+1,878
+11% +$99.9K ﹤0.01% 1219
2025
Q2 		$854K Buy
17,757
+7,378
+71% +$355K ﹤0.01% 1214
2025
Q1 		$504K Sell
10,379
-2,223
-18% -$111K ﹤0.01% 1343
2024
Q4 		$615K Buy
12,602
+3,871
+44% +$210K ﹤0.01% 1232
2024
Q3 		$542K Buy
8,731
+1,278
+17% +$70.6K ﹤0.01% 1124
2024
Q2 		$425K Buy
7,453
+2,633
+55% +$153K ﹤0.01% 984
2024
Q1 		$278K Buy
4,820
+1,625
+51% +$97.3K ﹤0.01% 856
2023
Q4 		$218K Buy
+3,195
New +$193K ﹤0.01% 738

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