Guardian Partners’s BHP BHP Stock Holding History

Guardian Partners’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 Q3	$5.52M	Sell	65,050 -1,975	-3%	-$172K	0.49%	54
2026 Q2	$5.58M	Sell	67,025 -55,152	-45%	-$4.58M	0.5%	51
2026 Q1	$8.91M	Buy	122,177 +16,224	+15%	+$1.15M	0.74%	44
2025 Q4	$7.62M	Sell	105,953 -2,269	-2%	-$129K	0.61%	49
2025 Q3	$6.03M	Buy	108,222 +11,815	+12%	+$629K	0.51%	60
2025 Q2	$4.78M	Sell	96,407 -3,680	-4%	-$177K	0.43%	63
2025 Q1	$4.84M	Buy	100,087 +2,006	+2%	+$100K	0.5%	63
2024 Q4	$4.78M	Buy	+98,081	New	+$5.33M	0.49%	62

Other funds holding BHP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guardian Partners's BHP Position: Q3 2026 in Review

Guardian Partners reduced its BHP (BHP) stake by 2.9% in Q3 2026, selling an estimated $172K and leaving 65,050 shares worth $5.52M. The position accounts for 0.49% of the portfolio, ranked #54.

Guardian Partners first reported a position in BHP in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.91M in Q1 2026. 488 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Guardian Partners held 65,050 shares of BHP worth $5.52M as of Q3 2026.
Guardian Partners sold 1,975 BHP shares in Q3 2026, an estimated $172K.
BHP made up 0.49% of Guardian Partners's portfolio in Q3 2026, its #54 holding.
Guardian Partners first reported a position in BHP in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's BHP position peaked at $8.91M in Q1 2026.
488 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.