HWP
BHP icon

Highline Wealth Partners’s BHP BHP Stock Holding History

Highline Wealth 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 		$36.7K Buy
440
+4
+0.9% +$332 0.01% 283
2026
Q1 		$31.7K Buy
436
+5
+1% +$353 0.01% 226
2025
Q4 		$26K Sell
431
-9,956
-96% -$566K 0.01% 214
2025
Q3 		$579K Buy
10,387
+195
+2% +$10.4K 0.16% 69
2025
Q2 		$490K Buy
10,192
+58
+0.6% +$2.79K 0.15% 69
2025
Q1 		$492K Buy
10,134
+69
+0.7% +$3.44K 0.17% 70
2024
Q4 		$491K Sell
10,065
-44
-0.4% -$2.39K 0.16% 73
2024
Q3 		$628K Buy
10,109
+18
+0.2% +$994 0.21% 67
2024
Q2 		$576K Buy
10,091
+91
+0.9% +$5.29K 0.22% 68
2024
Q1 		$577K Hold
10,000
– – 0.24% 74
2023
Q4 		$683K Hold
10,000
– – 0.33% 65
2023
Q3 		$569K Hold
10,000
– – 0.35% 63
2023
Q2 		$597K Hold
10,000
– – 0.38% 62
2023
Q1 		$634K Hold
10,000
– – 0.43% 58
2022
Q4 		$621K Hold
10,000
– – 0.46% 59
2022
Q3 		$500K Buy
+10,000
New +$529K 0.41% 57

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Highline Wealth Partners's BHP Position: Q2 2026 in Review

Highline Wealth Partners increased its BHP (BHP) stake by 0.92% in Q2 2026, buying an estimated $332 and bringing the position to 440 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Highline Wealth Partners first reported a position in BHP in Q3 2022 and has held it in 16 quarters since. The position peaked at $683K in Q4 2023. 162 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Highline Wealth Partners held 440 shares of BHP worth $36.7K as of Q2 2026.
  • Highline Wealth Partners bought 4 BHP shares in Q2 2026, an estimated $332.
  • BHP made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Highline Wealth Partners first reported a position in BHP in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's BHP position peaked at $683K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.