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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Insight Wealth Partners's BP Position: Q1 2026 in Review

Insight Wealth Partners opened a new position in BP (BP) in Q1 2026: 5,566 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Insight Wealth Partners previously reported a position in BP as recently as Q3 2025.

Insight Wealth Partners first reported a position in BP in Q2 2022 and has held it in 12 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Insight Wealth Partners held 5,566 shares of BP worth $262K as of Q1 2026.
  • BP was a new Insight Wealth Partners position in Q1 2026.
  • BP made up 0.04% of Insight Wealth Partners's portfolio in Q1 2026, its #108 holding.
  • Insight Wealth Partners first reported a position in BP in Q2 2022 and has held it in 12 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.