Holos Integrated Wealth’s BHP BHP Stock Holding History

Holos Integrated Wealth’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 Q1	–	Sell	-475	Closed	-$23.2K	–	316
2024 Q4	$23.2K	Buy	+475	New	+$25.8K	0.02%	146

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holos Integrated Wealth's BHP Position: Q1 2025 in Review

Holos Integrated Wealth sold out of BHP (BHP) in Q1 2025, closing a stake of 475 shares — an estimated $23.2K sold.

Holos Integrated Wealth first reported a position in BHP in Q4 2024 and held it in 1 quarter. The position peaked at $23.2K in Q4 2024. 621 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

Holos Integrated Wealth reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
Holos Integrated Wealth sold 475 BHP shares in Q1 2025, an estimated $23.2K.
Holos Integrated Wealth first reported a position in BHP in Q4 2024 and held it in 1 quarter.
Holos Integrated Wealth's BHP position peaked at $23.2K in Q4 2024.
621 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Holos Integrated Wealth's 13F filing for Q1 2025, filed 8 Aug 2025.