MASECO Private Wealth’s BHP BHP Stock Holding History

MASECO Private Wealth’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 Q3	$19.7K	Hold	232	–	–	﹤0.01%	233
2026 Q2	$19.3K	Buy	232 +39	+20%	+$3.24K	﹤0.01%	217
2026 Q1	$14K	Buy	+193	New	+$13.6K	﹤0.01%	223

Other funds holding BHP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MASECO Private Wealth's BHP Position: Q3 2026 in Review

MASECO Private Wealth held its BHP (BHP) position steady in Q3 2026 at 232 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

MASECO Private Wealth first reported a position in BHP in Q1 2026 and has held it in 3 quarters since. 491 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

MASECO Private Wealth held 232 shares of BHP worth $19.7K as of Q3 2026.
MASECO Private Wealth left its BHP share count unchanged in Q3 2026.
BHP made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #233 holding.
MASECO Private Wealth first reported a position in BHP in Q1 2026 and has held it in 3 quarters since.
491 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.