Fusion Capital’s BHP BHP Stock Holding History

Fusion Capital’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	$9.42M	Buy	129,508 +1,782	+1%	+$126K	2.54%	15
2025 Q4	$7.71M	Buy	127,726 +1,800	+1%	+$102K	2.17%	18
2025 Q3	$7.18M	Buy	125,926 +3,031	+2%	+$161K	2.09%	21
2025 Q2	$5.91M	Buy	122,895 +3,849	+3%	+$185K	2.02%	21
2025 Q1	$5.78M	Buy	119,046 +27,330	+30%	+$1.36M	2.2%	21
2024 Q4	$4.48M	Sell	91,716 -18,809	-17%	-$1.02M	1.8%	21
2024 Q3	$6.86M	Buy	110,525 +5,119	+5%	+$283K	2.94%	15
2024 Q2	$6.02M	Sell	105,406 -361	-0.3%	-$21K	2.74%	16
2024 Q1	$6.1M	Buy	105,767 +5,059	+5%	+$303K	2.79%	16
2023 Q4	$6.88M	Buy	100,708 +280	+0.3%	+$16.9K	3.52%	11
2023 Q3	$5.71M	Buy	100,428 +5,733	+6%	+$335K	3.22%	13
2023 Q2	$5.65M	Sell	94,695 -467	-0.5%	-$27.8K	3.16%	12
2023 Q1	$6.03M	Buy	95,162 +694	+0.7%	+$44.7K	3.45%	8
2022 Q4	$5.86M	Buy	94,468 +1,947	+2%	+$110K	3.46%	8
2022 Q3	$4.63M	Buy	92,521 +6,683	+8%	+$354K	3.02%	11
2022 Q2	$4.82M	Sell	85,838 -8,762	-9%	-$544K	2.98%	13
2022 Q1	$6.52M	Buy	+94,600	New	+$5.75M	3.42%	7

Other funds holding BHP

Fisher Asset Management

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 $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 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 New York $157B AUM 32.99% 1-Year Est. Return

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