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Halbert Hargrove Global Advisors’s BHP BHP Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q2 		– Sell
-4
Closed -$194 – 350
2025
Q1 		$194 Sell
4
-122
-97% -$6.07K ﹤0.01% 593
2024
Q4 		$6.15K Buy
+126
New +$6.85K ﹤0.01% 252

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's BHP Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of BHP (BHP) in Q2 2025, closing a stake of 4 shares — an estimated $194 sold.

Halbert Hargrove Global Advisors first reported a position in BHP in Q4 2024 and held it in 2 quarters. The position peaked at $6.15K in Q4 2024. 614 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 BHP shares in Q2 2025, an estimated $194.
  • Halbert Hargrove Global Advisors first reported a position in BHP in Q4 2024 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's BHP position peaked at $6.15K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.