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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 $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

Marks Group Wealth Management's BHP Position: Q4 2025 in Review

Marks Group Wealth Management sold out of BHP (BHP) in Q4 2025, closing a stake of 5,322 shares — an estimated $297K sold.

Marks Group Wealth Management first reported a position in BHP in Q1 2021 and held it in 19 quarters. The position peaked at $942K in Q1 2022. 683 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Marks Group Wealth Management reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 5,322 BHP shares in Q4 2025, an estimated $297K.
  • Marks Group Wealth Management first reported a position in BHP in Q1 2021 and held it in 19 quarters.
  • Marks Group Wealth Management's BHP position peaked at $942K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.