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Foundations Investment Advisors’s BHP BHP Stock Holding History

Foundations Investment 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
Q2 		$20M Buy
239,946
+14,327
+6% +$1.19M 0.21% 110
2026
Q1 		$16.4M Buy
225,619
+18,288
+9% +$1.29M 0.2% 114
2025
Q4 		$12.5M Buy
+207,331
New +$11.8M 0.16% 130

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

Foundations Investment Advisors's BHP Position: Q2 2026 in Review

Foundations Investment Advisors increased its BHP (BHP) stake by 6.4% in Q2 2026, buying an estimated $1.19M and bringing the position to 239,946 shares worth $20M. The position accounts for 0.21% of the portfolio, ranked #110.

Foundations Investment Advisors first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Foundations Investment Advisors held 239,946 shares of BHP worth $20M as of Q2 2026.
  • Foundations Investment Advisors bought 14,327 BHP shares in Q2 2026, an estimated $1.19M.
  • BHP made up 0.21% of Foundations Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Foundations Investment Advisors first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.