Marks Group Wealth Management’s BHP BHP Stock Holding History

Marks Group Wealth Management’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	-5,322	Closed	-$297K	–	335
2025 Q3	$297K	Sell	5,322 -18	-0.3%	-$958	0.03%	258
2025 Q2	$257K	Buy	5,340 +632	+13%	+$30.4K	0.02%	269
2025 Q1	$229K	Sell	4,708 -188	-4%	-$9.36K	0.02%	289
2024 Q4	$239K	Sell	4,896 -3,553	-42%	-$193K	0.02%	274
2024 Q3	$525K	Sell	8,449 -431	-5%	-$23.8K	0.05%	221
2024 Q2	$507K	Sell	8,880 -564	-6%	-$32.8K	0.05%	220
2024 Q1	$545K	Sell	9,444 -3,477	-27%	-$208K	0.06%	214
2023 Q4	$883K	Sell	12,921 -497	-4%	-$30K	0.1%	177
2023 Q3	$763K	Sell	13,418 -339	-2%	-$19.8K	0.09%	181
2023 Q2	$821K	Sell	13,757 -43	-0.3%	-$2.56K	0.1%	177
2023 Q1	$875K	Sell	13,800 -40	-0.3%	-$2.58K	0.11%	173
2022 Q4	$859K	Sell	13,840 -412	-3%	-$23.2K	0.12%	174
2022 Q3	$713K	Buy	14,252 +217	+2%	+$11.5K	0.11%	177
2022 Q2	$789K	Buy	14,035 +376	+3%	+$23.3K	0.11%	182
2022 Q1	$942K	Buy	13,659 +3,135	+30%	+$190K	0.12%	170
2021 Q4	$570K	Buy	10,524 +1,838	+21%	+$91.9K	0.07%	223
2021 Q3	$414K	Buy	8,686 +2,894	+50%	+$177K	0.06%	216
2021 Q2	$376K	Buy	5,792 +194	+3%	+$12.8K	0.05%	197
2021 Q1	$347K	Buy	+5,598	New	+$360K	0.05%	198

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return