IWA
BHP icon

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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Icon Wealth Advisors's BHP Position: Q4 2025 in Review

Icon Wealth Advisors sold out of BHP (BHP) in Q4 2025, closing a stake of 2,361 shares — an estimated $132K sold.

Icon Wealth Advisors first reported a position in BHP in Q4 2023 and held it in 6 quarters. The position peaked at $172K in Q4 2023. 681 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Icon Wealth Advisors reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,361 BHP shares in Q4 2025, an estimated $132K.
  • Icon Wealth Advisors first reported a position in BHP in Q4 2023 and held it in 6 quarters.
  • Icon Wealth Advisors's BHP position peaked at $172K in Q4 2023.
  • 681 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.