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Klingman & Associates’s BHP BHP Stock Holding History

Klingman & Associates’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 		$294K Buy
3,525
+376
+12% +$31.2K 0.01% 272
2026
Q1 		$229K Buy
+3,149
New +$223K 0.01% 309
2024
Q3 		– Sell
-4,482
Closed -$256K – 267
2024
Q2 		$256K Buy
4,482
+176
+4% +$10.2K 0.02% 210
2024
Q1 		$248K Buy
4,306
+17
+0.4% +$1.02K 0.02% 211
2023
Q4 		$293K Sell
4,289
-57
-1% -$3.44K 0.02% 187
2023
Q3 		$247K Buy
4,346
+149
+4% +$8.71K 0.02% 197
2023
Q2 		$250K Sell
4,197
-70
-2% -$4.17K 0.02% 187
2023
Q1 		$271K Sell
4,267
-66
-2% -$4.25K 0.02% 161
2022
Q4 		$269K Buy
4,333
+155
+4% +$8.72K 0.02% 169
2022
Q3 		$209K Buy
+4,178
New +$221K 0.02% 178

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

Klingman & Associates's BHP Position: Q2 2026 in Review

Klingman & Associates increased its BHP (BHP) stake by 12% in Q2 2026, buying an estimated $31.2K and bringing the position to 3,525 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #272.

Klingman & Associates first reported a position in BHP in Q3 2022 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Klingman & Associates held 3,525 shares of BHP worth $294K as of Q2 2026.
  • Klingman & Associates bought 376 BHP shares in Q2 2026, an estimated $31.2K.
  • BHP made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #272 holding.
  • Klingman & Associates first reported a position in BHP in Q3 2022 and has held it in 10 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.