Fortitude Family Office’s BHP BHP Stock Holding History

Fortitude Family Office’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
2025 Q2	–	Sell	-54	Closed	-$2.62K	–	2033
2025 Q1	$2.62K	Hold	54	–	–	﹤0.01%	876
2024 Q4	$2.64K	Buy	+54	New	+$2.94K	﹤0.01%	985

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

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

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

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

Fortitude Family Office's BHP Position: Q2 2025 in Review

Fortitude Family Office sold out of BHP (BHP) in Q2 2025, closing a stake of 54 shares — an estimated $2.62K sold.

Fortitude Family Office first reported a position in BHP in Q4 2024 and held it in 2 quarters. The position peaked at $2.64K in Q4 2024. 614 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

Fortitude Family Office reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
Fortitude Family Office sold 54 BHP shares in Q2 2025, an estimated $2.62K.
Fortitude Family Office first reported a position in BHP in Q4 2024 and held it in 2 quarters.
Fortitude Family Office's BHP position peaked at $2.64K in Q4 2024.
614 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.