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Great Valley Advisor Group’s BHP BHP Stock Holding History

Great Valley Advisor Group’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 		$332K Buy
4,557
+815
+22% +$57.6K 0.01% 792
2025
Q4 		$226K Buy
3,742
+22
+0.6% +$1.25K ﹤0.01% 858
2025
Q3 		$207K Buy
+3,720
New +$198K ﹤0.01% 885
2024
Q4 		– Sell
-3,860
Closed -$239K – 845
2024
Q3 		$239K Buy
3,860
+167
+5% +$9.22K 0.01% 749
2024
Q2 		$211K Sell
3,693
-161
-4% -$9.36K 0.01% 733
2024
Q1 		$223K Buy
+3,854
New +$231K 0.01% 682
2023
Q4 		– Sell
-3,617
Closed -$205K – 717
2023
Q3 		$205K Buy
3,617
+1
+0% +$58 0.01% 626
2023
Q2 		$215K Buy
+3,616
New +$216K 0.01% 643

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T 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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Valley Advisor Group's BHP Position: Q1 2026 in Review

Great Valley Advisor Group increased its BHP (BHP) stake by 22% in Q1 2026, buying an estimated $57.6K and bringing the position to 4,557 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #792.

Great Valley Advisor Group first reported a position in BHP in Q2 2023 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Great Valley Advisor Group held 4,557 shares of BHP worth $332K as of Q1 2026.
  • Great Valley Advisor Group bought 815 BHP shares in Q1 2026, an estimated $57.6K.
  • BHP made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #792 holding.
  • Great Valley Advisor Group first reported a position in BHP in Q2 2023 and has held it in 8 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.