Kovack Advisors’s BHP BHP Stock Holding History

Kovack Advisors’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 Q2	–	Sell	-4,451	Closed	-$216K	–	624
2025 Q1	$216K	Buy	4,451 +98	+2%	+$4.88K	0.02%	516
2024 Q4	$213K	Buy	4,353 +215	+5%	+$11.7K	0.02%	553
2024 Q3	$257K	Sell	4,138 -500	-11%	-$27.6K	0.03%	482
2024 Q2	$265K	Sell	4,638 -972	-17%	-$56.5K	0.03%	451
2024 Q1	$324K	Sell	5,610 -648	-10%	-$38.8K	0.04%	329
2023 Q4	$427K	Sell	6,258 -728	-10%	-$43.9K	0.05%	340
2023 Q3	$397K	Buy	6,986 +83	+1%	+$4.85K	0.06%	316
2023 Q2	$412K	Buy	6,903 +201	+3%	+$12K	0.05%	338
2023 Q1	$425K	Sell	6,702 -1,415	-17%	-$91.2K	0.06%	326
2022 Q4	$504K	Sell	8,117 -388	-5%	-$21.8K	0.07%	280
2022 Q3	$426K	Sell	8,505 -447	-5%	-$23.7K	0.06%	317
2022 Q2	$503K	Buy	8,952 +3,332	+59%	+$207K	0.07%	317
2022 Q1	$387K	Buy	+5,620	New	+$341K	0.04%	456

Other funds holding BHP

Fisher Asset Management

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return