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Heron Bay Capital Management’s BHP BHP Stock Holding History

Heron Bay Capital 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
2025
Q2 		– Sell
-5,960
Closed -$289K – 116
2025
Q1 		$289K Buy
5,960
+66
+1% +$3.29K 0.06% 74
2024
Q4 		$288K Buy
5,894
+58
+1% +$3.15K 0.06% 73
2024
Q3 		$362K Sell
5,836
-1,502
-20% -$82.9K 0.08% 68
2024
Q2 		$419K Buy
7,338
+606
+9% +$35.2K 0.09% 64
2024
Q1 		$388K Sell
6,732
-33
-0.5% -$1.98K 0.08% 69
2023
Q4 		$462K Sell
6,765
-573
-8% -$34.6K 0.11% 62
2023
Q3 		$417K Buy
+7,338
New +$429K 0.11% 62

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heron Bay Capital Management's BHP Position: Q2 2025 in Review

Heron Bay Capital Management sold out of BHP (BHP) in Q2 2025, closing a stake of 5,960 shares — an estimated $289K sold.

Heron Bay Capital Management first reported a position in BHP in Q3 2023 and held it in 7 quarters. The position peaked at $462K in Q4 2023. 616 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Heron Bay Capital Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Heron Bay Capital Management sold 5,960 BHP shares in Q2 2025, an estimated $289K.
  • Heron Bay Capital Management first reported a position in BHP in Q3 2023 and held it in 7 quarters.
  • Heron Bay Capital Management's BHP position peaked at $462K in Q4 2023.
  • 616 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Heron Bay Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.