Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BHP BHP Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-5,180
Closed -$289K – 543
2025
Q3 		$289K Buy
5,180
+389
+8% +$20.7K ﹤0.01% 1215
2025
Q2 		$230K Sell
4,791
-123
-3% -$5.91K ﹤0.01% 1235
2025
Q1 		$239K Sell
4,914
-4,934
-50% -$246K ﹤0.01% 1122
2024
Q4 		$481K Sell
9,848
-587
-6% -$31.9K ﹤0.01% 905
2024
Q3 		$487K Buy
+10,435
New +$576K ﹤0.01% 759
2022
Q1 		– Sell
-17,767
Closed -$1.04M – 422
2021
Q4 		$1.04M Buy
+17,767
New +$889K 0.02% 269
2021
Q1 		– Sell
-17,766
Closed -$1.04M – 418
2020
Q4 		$1.04M Sell
17,766
-96
-0.5% -$4.81K 0.03% 264
2020
Q3 		$824K Sell
17,862
-120
-0.7% -$5.78K 0.02% 274
2020
Q2 		$798K Sell
17,982
-837
-4% -$32.8K 0.02% 273
2020
Q1 		$616K Sell
18,819
-177
-0.9% -$7.39K 0.02% 282
2019
Q4 		$927K Sell
18,996
-363
-2% -$16.5K 0.03% 271
2019
Q3 		$853K Sell
19,359
-696
-3% -$32.5K 0.03% 280
2019
Q2 		$1.04M Sell
20,055
-518
-3% -$25K 0.03% 264
2019
Q1 		$1M Sell
20,573
-178
-0.9% -$8.11K 0.03% 275
2018
Q4 		$894K Buy
+20,751
New +$869K 0.04% 203

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kovitz Investment Group Partners's BHP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BHP (BHP) in Q4 2025, closing a stake of 5,180 shares — an estimated $289K sold.

Kovitz Investment Group Partners first reported a position in BHP in Q4 2018 and held it in 15 quarters. The position peaked at $1.04M in Q2 2019. 683 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,180 BHP shares in Q4 2025, an estimated $289K.
  • Kovitz Investment Group Partners first reported a position in BHP in Q4 2018 and held it in 15 quarters.
  • Kovitz Investment Group Partners's BHP position peaked at $1.04M in Q2 2019.
  • 683 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.