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Gladstone Institutional Advisory’s BHP BHP Stock Holding History

Gladstone Institutional Advisory’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 		$231K Buy
+2,779
New +$231K 0.01% 823
2022
Q2 		– Sell
-3,333
Closed -$230K – 655
2022
Q1 		$230K Buy
+3,333
New +$203K 0.02% 625

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

Gladstone Institutional Advisory's BHP Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in BHP (BHP) in Q2 2026: 2,779 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in BHP as recently as Q1 2022.

Gladstone Institutional Advisory first reported a position in BHP in Q1 2022 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Gladstone Institutional Advisory held 2,779 shares of BHP worth $231K as of Q2 2026.
  • BHP was a new Gladstone Institutional Advisory position in Q2 2026.
  • BHP made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #823 holding.
  • Gladstone Institutional Advisory first reported a position in BHP in Q1 2022 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.