Imprint Wealth’s BP BP Stock Holding History

Imprint Wealth’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
2025 Q4	–	Sell	-21	Closed	-$724	–	316
2025 Q3	$724	Buy	+21	New	+$703	﹤0.01%	287
2024 Q1	$472K	Buy	12,447 +734	+6%	+$26.3K	0.11%	171
2023 Q4	$415K	Buy	11,713 +115	+1%	+$4.21K	0.33%	97
2023 Q3	$449K	Sell	11,598 -1,511	-12%	-$56.1K	0.38%	79
2023 Q2	$463K	Buy	13,109 +221	+2%	+$8.18K	0.29%	97
2023 Q1	$489K	Buy	+12,888	New	+$481K	0.32%	87

Other funds holding BP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Imprint Wealth's BP Position: Q4 2025 in Review

Imprint Wealth sold out of BP (BP) in Q4 2025, closing a stake of 21 shares — an estimated $724 sold.

Imprint Wealth first reported a position in BP in Q1 2023 and held it in 6 quarters. The position peaked at $489K in Q1 2023. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Imprint Wealth reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Imprint Wealth sold 21 BP shares in Q4 2025, an estimated $724.
Imprint Wealth first reported a position in BP in Q1 2023 and held it in 6 quarters.
Imprint Wealth's BP position peaked at $489K in Q1 2023.
1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Imprint Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.