HP
BP icon

Holistic Planning’s BP BP Stock Holding History

Holistic Planning’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
Q1 		$358K Sell
7,617
-275
-3% -$10.8K 0.07% 216
2025
Q4 		$274K Buy
7,892
+1
+0% +$35 0.06% 234
2025
Q3 		$272K Buy
7,891
+506
+7% +$16.9K 0.07% 192
2025
Q2 		$221K Buy
7,385
+4
+0.1% +$117 0.06% 205
2025
Q1 		$249K Buy
7,381
+3
+0% +$98 0.08% 157
2024
Q4 		$218K Buy
+7,378
New +$222K 0.08% 163
2024
Q3 		– Sell
-5,561
Closed -$210K – 157
2024
Q2 		$210K Hold
5,561
– – 0.16% 110
2024
Q1 		$210K Sell
5,561
-273
-5% -$9.79K 0.16% 111
2023
Q4 		$207K Buy
+5,834
New +$214K 0.17% 115

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Holistic Planning's BP Position: Q1 2026 in Review

Holistic Planning reduced its BP (BP) stake by 3.5% in Q1 2026, selling an estimated $10.8K and leaving 7,617 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #216.

Holistic Planning first reported a position in BP in Q4 2023 and has held it in 9 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Holistic Planning held 7,617 shares of BP worth $358K as of Q1 2026.
  • Holistic Planning sold 275 BP shares in Q1 2026, an estimated $10.8K.
  • BP made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #216 holding.
  • Holistic Planning first reported a position in BP in Q4 2023 and has held it in 9 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.