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GHP Investment Advisors’s B&G Foods BGS Stock Holding History

GHP Investment Advisors’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-869
Closed -$5.97K – 953
2025
Q1 		$5.97K Buy
869
+154
+22% +$1.03K ﹤0.01% 748
2024
Q4 		$4.93K Buy
715
+322
+82% +$2.42K ﹤0.01% 799
2024
Q3 		$3.49K Buy
+393
New +$3.33K ﹤0.01% 846

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GHP Investment Advisors's BGS Position: Q2 2025 in Review

GHP Investment Advisors sold out of B&G Foods (BGS) in Q2 2025, closing a stake of 869 shares — an estimated $5.97K sold.

GHP Investment Advisors first reported a position in BGS in Q3 2024 and held it in 3 quarters. The position peaked at $5.97K in Q1 2025. 249 funds tracked by Wall St. Rank hold BGS as of Q2 2025.

  • GHP Investment Advisors reported no remaining B&G Foods position as of Q2 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 869 B&G Foods shares in Q2 2025, an estimated $5.97K.
  • GHP Investment Advisors first reported a position in B&G Foods in Q3 2024 and held it in 3 quarters.
  • GHP Investment Advisors's B&G Foods position peaked at $5.97K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held B&G Foods as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.