GoalVest Advisory’s BHP BHP Stock Holding History

GoalVest 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	–	Sell	-1,000	Closed	-$72.7K	–	508
2026 Q1	$72.7K	Hold	1,000	–	–	0.01%	193
2025 Q4	$60.4K	Sell	1,000 -1,550	-61%	-$88.1K	0.01%	221
2025 Q3	$142K	Hold	2,550	–	–	0.03%	150
2025 Q2	$123K	Hold	2,550	–	–	0.03%	155
2025 Q1	$124K	Hold	2,550	–	–	0.03%	140
2024 Q4	$125K	Hold	2,550	–	–	0.03%	138
2024 Q3	$158K	Sell	2,550 -600	-19%	-$33.1K	0.05%	122
2024 Q2	$180K	Hold	3,150	–	–	0.06%	108
2024 Q1	$182K	Buy	+3,150	New	+$189K	0.06%	111

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GoalVest Advisory's BHP Position: Q2 2026 in Review

GoalVest Advisory sold out of BHP (BHP) in Q2 2026, closing a stake of 1,000 shares — an estimated $72.7K sold.

GoalVest Advisory first reported a position in BHP in Q1 2024 and held it in 9 quarters. The position peaked at $182K in Q1 2024. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

GoalVest Advisory reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 1,000 BHP shares in Q2 2026, an estimated $72.7K.
GoalVest Advisory first reported a position in BHP in Q1 2024 and held it in 9 quarters.
GoalVest Advisory's BHP position peaked at $182K in Q1 2024.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.