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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
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 $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 Private Wealth Services's BHP Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its BHP (BHP) stake by 2.7% in Q1 2026, selling an estimated $32.9K and leaving 16,862 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #739.

Kestra Private Wealth Services first reported a position in BHP in Q2 2021 and has held it in 18 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Kestra Private Wealth Services held 16,862 shares of BHP worth $1.23M as of Q1 2026.
  • Kestra Private Wealth Services sold 465 BHP shares in Q1 2026, an estimated $32.9K.
  • BHP made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #739 holding.
  • Kestra Private Wealth Services first reported a position in BHP in Q2 2021 and has held it in 18 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.