KAS
BHP icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kestra Advisory Services increased its BHP (BHP) stake by 18% in Q1 2026, buying an estimated $818K and bringing the position to 74,607 shares worth $5.43M. The position accounts for 0.02% of the portfolio, ranked #747.

Kestra Advisory Services first reported a position in BHP in Q4 2020 and has held it in 22 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Kestra Advisory Services held 74,607 shares of BHP worth $5.43M as of Q1 2026.
  • Kestra Advisory Services bought 11,579 BHP shares in Q1 2026, an estimated $818K.
  • BHP made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #747 holding.
  • Kestra Advisory Services first reported a position in BHP in Q4 2020 and has held it in 22 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.