GW&K Investment Management’s BHP BHP Stock Holding History

GW&K Investment Management’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	$42K	Buy	577 +156	+37%	+$11K	﹤0.01%	591
2025 Q4	$25K	Hold	421	–	–	﹤0.01%	694
2025 Q3	$23K	Hold	421	–	–	﹤0.01%	707
2025 Q2	$20K	Buy	421 +42	+11%	+$2.02K	﹤0.01%	711
2025 Q1	$18K	Hold	379	–	–	﹤0.01%	672
2024 Q4	$19K	Hold	379	–	–	﹤0.01%	622
2024 Q3	$24K	Hold	379	–	–	﹤0.01%	575
2024 Q2	$22K	Hold	379	–	–	﹤0.01%	547
2024 Q1	$22K	Buy	379 +94	+33%	+$5.63K	﹤0.01%	524
2023 Q4	$19K	Hold	285	–	–	﹤0.01%	515
2023 Q3	$16K	Sell	285 -8	-3%	-$468	﹤0.01%	513
2023 Q2	$17K	Buy	+293	New	+$17.5K	﹤0.01%	493

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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 New York $5.7T 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 New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return