GWSA
BHP icon

Global Wealth Strategies & Associates’s BHP BHP Stock Holding History

Global Wealth Strategies & Associates’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
-269
Closed -$13.1K – 382
2025
Q1 		$13.1K Sell
269
-144
-35% -$7.17K ﹤0.01% 226
2024
Q4 		$20.2K Hold
413
– – 0.01% 164
2024
Q3 		$25.7K Hold
413
– – 0.01% 132
2024
Q2 		$23.6K Hold
413
– – 0.01% 121
2024
Q1 		$23.8K Buy
413
+269
+187% +$16.1K 0.01% 125
2023
Q4 		$9.84K Hold
144
– – ﹤0.01% 170
2023
Q3 		$8.19K Hold
144
– – ﹤0.01% 179
2023
Q2 		$8.59K Hold
144
– – ﹤0.01% 173
2023
Q1 		$9.13K Hold
144
– – ﹤0.01% 169
2022
Q4 		$8.94K Buy
+144
New +$8.1K 0.01% 157

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Global Wealth Strategies & Associates's BHP Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of BHP (BHP) in Q2 2025, closing a stake of 269 shares — an estimated $13.1K sold.

Global Wealth Strategies & Associates first reported a position in BHP in Q4 2022 and held it in 10 quarters. The position peaked at $25.7K in Q3 2024. 616 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 269 BHP shares in Q2 2025, an estimated $13.1K.
  • Global Wealth Strategies & Associates first reported a position in BHP in Q4 2022 and held it in 10 quarters.
  • Global Wealth Strategies & Associates's BHP position peaked at $25.7K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.