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 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%	+$99.9K	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 $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

Guardian Partners's BHP Position: Q2 2026 in Review

Guardian Partners reduced its BHP (BHP) stake by 45% in Q2 2026, selling an estimated $4.58M and leaving 67,025 shares worth $5.58M. The position accounts for 0.5% of the portfolio, ranked #51.

Guardian Partners first reported a position in BHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.91M in Q1 2026. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Guardian Partners held 67,025 shares of BHP worth $5.58M as of Q2 2026.
Guardian Partners sold 55,152 BHP shares in Q2 2026, an estimated $4.58M.
BHP made up 0.5% of Guardian Partners's portfolio in Q2 2026, its #51 holding.
Guardian Partners first reported a position in BHP in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's BHP position peaked at $8.91M in Q1 2026.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.