IWA
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Icon Wealth Advisors’s BHP BHP Stock Holding History

Icon Wealth Advisors’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
2026
Q2 		$238K Buy
+2,855
New +$237K 0.01% 378
2025
Q4 		– Sell
-2,361
Closed -$132K – 408
2025
Q3 		$132K Buy
2,361
+44
+2% +$2.34K 0.01% 451
2025
Q2 		$111K Hold
2,317
– – 0.01% 483
2025
Q1 		$112K Sell
2,317
-137
-6% -$6.82K 0.01% 459
2024
Q4 		$120K Buy
+2,454
New +$133K 0.01% 467
2024
Q2 		– Sell
-2,290
Closed -$132K – 442
2024
Q1 		$132K Sell
2,290
-232
-9% -$13.9K 0.01% 418
2023
Q4 		$172K Buy
+2,522
New +$152K 0.02% 340

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Icon Wealth Advisors's BHP Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in BHP (BHP) in Q2 2026: 2,855 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in BHP as recently as Q3 2025.

Icon Wealth Advisors first reported a position in BHP in Q4 2023 and has held it in 7 quarters since. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Icon Wealth Advisors held 2,855 shares of BHP worth $238K as of Q2 2026.
  • BHP was a new Icon Wealth Advisors position in Q2 2026.
  • BHP made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Icon Wealth Advisors first reported a position in BHP in Q4 2023 and has held it in 7 quarters since.
  • 821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.