Kestra Advisory Services’s BHP BHP Stock Holding History

Kestra 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 Q2	$2.33M	Sell	28,001 -46,606	-62%	-$3.87M	0.01%	1240
2026 Q1	$5.43M	Buy	74,607 +11,579	+18%	+$818K	0.02%	747
2025 Q4	$3.81M	Sell	63,028 -1,663	-3%	-$94.5K	0.02%	889
2025 Q3	$3.61M	Sell	64,691 -1,004	-2%	-$53.4K	0.02%	849
2025 Q2	$3.16M	Buy	65,695 +3,371	+5%	+$162K	0.02%	842
2025 Q1	$3.03M	Buy	62,324 +3,425	+6%	+$171K	0.01%	794
2024 Q4	$2.88M	Buy	58,899 +5,445	+10%	+$296K	0.02%	820
2024 Q3	$3.32M	Buy	53,454 +327	+0.6%	+$18.1K	0.02%	729
2024 Q2	$3.03M	Buy	53,127 +3,737	+8%	+$217K	0.02%	774
2024 Q1	$2.85M	Buy	49,390 +3,796	+8%	+$227K	0.02%	731
2023 Q4	$3.11M	Sell	45,594 -546	-1%	-$33K	0.03%	627
2023 Q3	$2.62M	Buy	46,140 +4,448	+11%	+$260K	0.03%	602
2023 Q2	$2.49M	Buy	41,692 +8,891	+27%	+$530K	0.02%	595
2023 Q1	$2.08M	Sell	32,801 -2,935	-8%	-$189K	0.02%	638
2022 Q4	$2.22M	Buy	35,736 +4,350	+14%	+$245K	0.02%	706
2022 Q3	$1.57M	Buy	31,386 +6,272	+25%	+$332K	0.02%	761
2022 Q2	$1.41M	Buy	25,114 +919	+4%	+$57.1K	0.01%	810
2022 Q1	$1.67M	Buy	24,195 +3,110	+15%	+$189K	0.02%	738
2021 Q4	$1.14M	Buy	21,085 +511	+2%	+$25.6K	0.01%	925
2021 Q3	$982K	Buy	20,574 +2,197	+12%	+$134K	0.01%	1027
2021 Q2	$1.19M	Buy	18,377 +12,794	+229%	+$846K	0.01%	854
2021 Q1	$346K	Sell	5,583 -806	-13%	-$51.9K	﹤0.01%	1374
2020 Q4	$376K	Buy	+6,389	New	+$320K	﹤0.01%	1350

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

Kestra Advisory Services's BHP Position: Q2 2026 in Review

Kestra Advisory Services reduced its BHP (BHP) stake by 62% in Q2 2026, selling an estimated $3.87M and leaving 28,001 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #1240.

Kestra Advisory Services first reported a position in BHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.43M in Q1 2026. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Kestra Advisory Services held 28,001 shares of BHP worth $2.33M as of Q2 2026.
Kestra Advisory Services sold 46,606 BHP shares in Q2 2026, an estimated $3.87M.
BHP made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1240 holding.
Kestra Advisory Services first reported a position in BHP in Q4 2020 and has held it in 23 quarters since.
Kestra Advisory Services's BHP position peaked at $5.43M in Q1 2026.
821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.