Focus Partners Wealth
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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
Q2 		$3.19M Buy
38,259
+4,343
+13% +$360K ﹤0.01% 1151
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 $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

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

Focus Partners Wealth increased its BHP (BHP) stake by 13% in Q2 2026, buying an estimated $360K and bringing the position to 38,259 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Focus Partners Wealth first reported a position in BHP in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Focus Partners Wealth held 38,259 shares of BHP worth $3.19M as of Q2 2026.
  • Focus Partners Wealth bought 4,343 BHP shares in Q2 2026, an estimated $360K.
  • BHP made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1151 holding.
  • Focus Partners Wealth first reported a position in BHP in Q4 2023 and has held it in 11 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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