Kestra Investment Management’s BHP BHP Stock Holding History

Kestra Investment Management’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
2025 Q1	–	Sell	-74	Closed	-$3.62K	–	946
2024 Q4	$3.62K	Buy	+74	New	+$4.02K	﹤0.01%	954

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Investment Management's BHP Position: Q1 2025 in Review

Kestra Investment Management sold out of BHP (BHP) in Q1 2025, closing a stake of 74 shares — an estimated $3.62K sold.

Kestra Investment Management first reported a position in BHP in Q4 2024 and held it in 1 quarter. The position peaked at $3.62K in Q4 2024. 621 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

Kestra Investment Management reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 74 BHP shares in Q1 2025, an estimated $3.62K.
Kestra Investment Management first reported a position in BHP in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's BHP position peaked at $3.62K in Q4 2024.
621 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.