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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
Q2 		$281K Sell
7,601
-16
-0.2% -$702 0.04% 288
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 $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

Holistic Planning's BP Position: Q2 2026 in Review

Holistic Planning reduced its BP (BP) stake by 0.21% in Q2 2026, selling an estimated $702 and leaving 7,601 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #288.

Holistic Planning first reported a position in BP in Q4 2023 and has held it in 10 quarters since. The position peaked at $358K in Q1 2026. 1,165 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Holistic Planning held 7,601 shares of BP worth $281K as of Q2 2026.
  • Holistic Planning sold 16 BP shares in Q2 2026, an estimated $702.
  • BP made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #288 holding.
  • Holistic Planning first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's BP position peaked at $358K in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.