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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
Q2 		$380K Buy
4,564
+7
+0.2% +$581 0.01% 802
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 $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

Great Valley Advisor Group's BHP Position: Q2 2026 in Review

Great Valley Advisor Group increased its BHP (BHP) stake by 0.15% in Q2 2026, buying an estimated $581 and bringing the position to 4,564 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #802.

Great Valley Advisor Group first reported a position in BHP in Q2 2023 and has held it in 9 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Great Valley Advisor Group held 4,564 shares of BHP worth $380K as of Q2 2026.
  • Great Valley Advisor Group bought 7 BHP shares in Q2 2026, an estimated $581.
  • BHP made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #802 holding.
  • Great Valley Advisor Group first reported a position in BHP in Q2 2023 and has held it in 9 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.