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 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 $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

Invictus Private Wealth's BHP Position: Q1 2026 in Review

Invictus Private Wealth reduced its BHP (BHP) stake by 1.7% in Q1 2026, selling an estimated $11K and leaving 9,168 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #52.

Invictus Private Wealth first reported a position in BHP in Q4 2022 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Invictus Private Wealth held 9,168 shares of BHP worth $667K as of Q1 2026.
Invictus Private Wealth sold 155 BHP shares in Q1 2026, an estimated $11K.
BHP made up 0.04% of Invictus Private Wealth's portfolio in Q1 2026, its #52 holding.
Invictus Private Wealth first reported a position in BHP in Q4 2022 and has held it in 14 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.