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Insight Wealth Partners’s BP BP Stock Holding History

Insight Wealth Partners’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 		– Sell
-5,566
Closed -$262K – 137
2026
Q1 		$262K Buy
+5,566
New +$218K 0.04% 108
2025
Q4 		– Sell
-6,410
Closed -$221K – 117
2025
Q3 		$221K Buy
+6,410
New +$215K 0.07% 111
2025
Q2 		– Sell
-6,643
Closed -$224K – 109
2025
Q1 		$224K Buy
+6,643
New +$217K 0.04% 103
2024
Q4 		– Sell
-6,540
Closed -$205K – 97
2024
Q3 		$205K Sell
6,540
-116
-2% -$3.92K 0.04% 99
2024
Q2 		$240K Buy
6,656
+498
+8% +$18.7K 0.04% 83
2024
Q1 		$232K Buy
6,158
+45
+0.7% +$1.61K 0.04% 82
2023
Q4 		$216K Sell
6,113
-154
-2% -$5.64K 0.04% 74
2023
Q3 		$243K Sell
6,267
-20
-0.3% -$742 0.05% 66
2023
Q2 		$222K Hold
6,287
– – 0.05% 69
2023
Q1 		$239K Buy
6,287
+254
+4% +$9.49K 0.05% 55
2022
Q4 		$211K Buy
+6,033
New +$201K 0.16% 54
2022
Q3 		– Sell
-7,284
Closed -$207K – 59
2022
Q2 		$207K Buy
+7,284
New +$223K 0.16% 56

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

Insight Wealth Partners's BP Position: Q2 2026 in Review

Insight Wealth Partners sold out of BP (BP) in Q2 2026, closing a stake of 5,566 shares — an estimated $262K sold.

Insight Wealth Partners first reported a position in BP in Q2 2022 and held it in 12 quarters. The position peaked at $262K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Insight Wealth Partners reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Partners sold 5,566 BP shares in Q2 2026, an estimated $262K.
  • Insight Wealth Partners first reported a position in BP in Q2 2022 and held it in 12 quarters.
  • Insight Wealth Partners's BP position peaked at $262K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.