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HighMark Wealth Management’s BP BP Stock Holding History

HighMark Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56K Buy
+42
New +$1.84K ﹤0.01% 478
2025
Q1 		– Sell
-39
Closed -$1.15K – 575
2024
Q4 		$1.15K Hold
39
– – ﹤0.01% 492
2024
Q3 		$2.5K Sell
39
-40
-51% -$1.35K ﹤0.01% 465
2024
Q2 		$2.84K Buy
79
+1
+1% +$37 ﹤0.01% 439
2024
Q1 		$2.94K Buy
78
+54
+225% +$1.94K ﹤0.01% 428
2023
Q4 		$854 Buy
+24
New +$879 ﹤0.01% 518

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HighMark Wealth Management's BP Position: Q2 2026 in Review

HighMark Wealth Management opened a new position in BP (BP) in Q2 2026: 42 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: HighMark Wealth Management previously reported a position in BP as recently as Q4 2024.

HighMark Wealth Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.94K in Q1 2024. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • HighMark Wealth Management held 42 shares of BP worth $1.56K as of Q2 2026.
  • BP was a new HighMark Wealth Management position in Q2 2026.
  • BP made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #478 holding.
  • HighMark Wealth Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since.
  • HighMark Wealth Management's BP position peaked at $2.94K in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.