Harbor Investment Advisory’s BHP BHP Stock Holding History

Harbor Investment Advisory’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	$4.33K	Hold	52	–	–	﹤0.01%	1142
2026 Q1	$3.78K	Hold	52	–	–	﹤0.01%	1055
2025 Q4	$3.14K	Buy	+52	New	+$2.96K	﹤0.01%	1102
2024 Q2	–	Sell	-12	Closed	-$692	–	1319
2024 Q1	$692	Buy	+12	New	+$718	﹤0.01%	1244
2021 Q4	–	Sell	-2,476	Closed	-$118K	–	1307
2021 Q3	$118K	Hold	2,476	–	–	0.02%	486
2021 Q2	$161K	Hold	2,476	–	–	0.02%	399
2021 Q1	$153K	Hold	2,476	–	–	0.02%	389
2020 Q4	$144K	Hold	2,476	–	–	0.02%	371
2020 Q3	$114K	Hold	2,476	–	–	0.02%	360
2020 Q2	$110K	Hold	2,476	–	–	0.02%	342
2020 Q1	$81K	Buy	2,476 +2,475	+247,500%	+$103K	0.02%	338
2019 Q4	$0	Buy	+1	New	+$45	﹤0.01%	861

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return