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HighMark Wealth Management’s BHP BHP Stock Holding History

HighMark Wealth 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
Q3 		– Sell
-22
Closed -$1.06K – 614
2025
Q2 		$1.06K Hold
22
– – ﹤0.01% 525
2025
Q1 		$1.07K Hold
22
– – ﹤0.01% 486
2024
Q4 		$1.07K Hold
22
– – ﹤0.01% 495
2024
Q3 		$1.37K Hold
22
– – ﹤0.01% 503
2024
Q2 		$1.26K Buy
+22
New +$1.28K ﹤0.01% 501

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

HighMark Wealth Management's BHP Position: Q3 2025 in Review

HighMark Wealth Management sold out of BHP (BHP) in Q3 2025, closing a stake of 22 shares — an estimated $1.06K sold.

HighMark Wealth Management first reported a position in BHP in Q2 2024 and held it in 5 quarters. The position peaked at $1.37K in Q3 2024. 629 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

  • HighMark Wealth Management reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 22 BHP shares in Q3 2025, an estimated $1.06K.
  • HighMark Wealth Management first reported a position in BHP in Q2 2024 and held it in 5 quarters.
  • HighMark Wealth Management's BHP position peaked at $1.37K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.