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Kestra Private Wealth Services’s BHP BHP Stock Holding History

Kestra Private Wealth 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 		$1.27M Sell
15,290
-1,572
-9% -$130K 0.01% 779
2026
Q1 		$1.23M Sell
16,862
-465
-3% -$32.9K 0.02% 739
2025
Q4 		$1.05M Buy
17,327
+10,881
+169% +$618K 0.01% 792
2025
Q3 		$359K Sell
6,446
-728
-10% -$38.7K ﹤0.01% 1265
2025
Q2 		$345K Buy
7,174
+691
+11% +$33.2K 0.01% 1207
2025
Q1 		$315K Buy
6,483
+1,634
+34% +$81.4K 0.01% 1177
2024
Q4 		$237K Buy
4,849
+944
+24% +$51.3K ﹤0.01% 1236
2024
Q3 		$243K Buy
3,905
+13
+0.3% +$718 ﹤0.01% 1178
2024
Q2 		$222K Sell
3,892
-85
-2% -$4.94K ﹤0.01% 1189
2024
Q1 		$229K Sell
3,977
-279
-7% -$16.7K 0.01% 1120
2023
Q4 		$291K Buy
4,256
+159
+4% +$9.6K 0.01% 964
2023
Q3 		$233K Buy
4,097
+244
+6% +$14.3K 0.01% 979
2023
Q2 		$230K Sell
3,853
-220
-5% -$13.1K 0.01% 918
2023
Q1 		$258K Sell
4,073
-325
-7% -$21K 0.01% 833
2022
Q4 		$273K Buy
+4,398
New +$247K 0.01% 696
2022
Q3 		– Sell
-3,708
Closed -$208K – 912
2022
Q2 		$208K Sell
3,708
-982
-21% -$61K 0.01% 784
2022
Q1 		$323K Buy
4,690
+167
+4% +$10.1K 0.02% 718
2021
Q4 		$244K Buy
+4,523
New +$226K 0.01% 842
2021
Q3 		– Sell
-3,563
Closed -$231K – 927
2021
Q2 		$231K Buy
+3,563
New +$236K 0.01% 759

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Private Wealth Services's BHP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its BHP (BHP) stake by 9.3% in Q2 2026, selling an estimated $130K and leaving 15,290 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #779.

Kestra Private Wealth Services first reported a position in BHP in Q2 2021 and has held it in 19 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Kestra Private Wealth Services held 15,290 shares of BHP worth $1.27M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,572 BHP shares in Q2 2026, an estimated $130K.
  • BHP made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #779 holding.
  • Kestra Private Wealth Services first reported a position in BHP in Q2 2021 and has held it in 19 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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