Invictus Private Wealth’s BHP BHP Stock Holding History

Invictus Private Wealth’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 Q2	$764K	Hold	9,168	–	–	0.04%	48
2026 Q1	$667K	Sell	9,168 -155	-2%	-$11K	0.04%	52
2025 Q4	$563K	Sell	9,323 -54	-0.6%	-$3.07K	0.03%	52
2025 Q3	$523K	Sell	9,377 -233	-2%	-$12.4K	0.03%	55
2025 Q2	$462K	Hold	9,610	–	–	0.03%	57
2025 Q1	$466K	Hold	9,610	–	–	0.04%	57
2024 Q4	$469K	Hold	9,610	–	–	0.04%	59
2024 Q3	$597K	Hold	9,610	–	–	0.05%	48
2024 Q2	$549K	Sell	9,610 -100	-1%	-$5.81K	0.05%	49
2024 Q1	$560K	Hold	9,710	–	–	0.05%	49
2023 Q4	$663K	Hold	9,710	–	–	0.06%	44
2023 Q3	$552K	Hold	9,710	–	–	0.06%	48
2023 Q2	$579K	Hold	9,710	–	–	0.06%	50
2023 Q1	$616K	Hold	9,710	–	–	0.07%	47
2022 Q4	$603K	Buy	+9,710	New	+$546K	0.08%	46

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invictus Private Wealth's BHP Position: Q2 2026 in Review

Invictus Private Wealth held its BHP (BHP) position steady in Q2 2026 at 9,168 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #48.

Invictus Private Wealth first reported a position in BHP in Q4 2022 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Invictus Private Wealth held 9,168 shares of BHP worth $764K as of Q2 2026.
Invictus Private Wealth left its BHP share count unchanged in Q2 2026.
BHP made up 0.04% of Invictus Private Wealth's portfolio in Q2 2026, its #48 holding.
Invictus Private Wealth first reported a position in BHP in Q4 2022 and has held it in 15 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.