Insigneo Advisory Services’s BHP BHP Stock Holding History

Insigneo Advisory Services’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 Q1	$481K	Buy	6,613 +2,185	+49%	+$154K	0.03%	387
2025 Q4	$267K	Sell	4,428 -245	-5%	-$13.9K	0.02%	550
2025 Q3	$261K	Sell	4,673 -427	-8%	-$22.7K	0.02%	550
2025 Q2	$245K	Buy	5,100 +396	+8%	+$19K	0.02%	512
2025 Q1	$228K	Sell	4,704 -3,572	-43%	-$178K	0.02%	485
2024 Q4	$404K	Sell	8,276 -957	-10%	-$52K	0.04%	344
2024 Q3	$573K	Sell	9,233 -21	-0.2%	-$1.16K	0.06%	284
2024 Q2	$491K	Sell	9,254 -6,676	-42%	-$388K	0.06%	299
2024 Q1	$919K	Sell	15,930 -819	-5%	-$49K	0.11%	174
2023 Q4	$1.14M	Buy	16,749 +8,427	+101%	+$509K	0.16%	128
2023 Q3	$473K	Sell	8,322 -7,697	-48%	-$450K	0.1%	195
2023 Q2	$956K	Buy	16,019 +4,459	+39%	+$266K	0.18%	111
2023 Q1	$733K	Buy	11,560 +4,300	+59%	+$277K	0.23%	83
2022 Q4	$450K	Buy	+7,260	New	+$408K	0.17%	135

Other funds holding BHP

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insigneo Advisory Services's BHP Position: Q1 2026 in Review

Insigneo Advisory Services increased its BHP (BHP) stake by 49% in Q1 2026, buying an estimated $154K and bringing the position to 6,613 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #387.

Insigneo Advisory Services first reported a position in BHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Insigneo Advisory Services held 6,613 shares of BHP worth $481K as of Q1 2026.
Insigneo Advisory Services bought 2,185 BHP shares in Q1 2026, an estimated $154K.
BHP made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #387 holding.
Insigneo Advisory Services first reported a position in BHP in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's BHP position peaked at $1.14M in Q4 2023.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.