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 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 $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MASECO Private Wealth's BHP Position: Q2 2026 in Review

MASECO Private Wealth increased its BHP (BHP) stake by 20% in Q2 2026, buying an estimated $3.24K and bringing the position to 232 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

MASECO Private Wealth first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

MASECO Private Wealth held 232 shares of BHP worth $19.3K as of Q2 2026.
MASECO Private Wealth bought 39 BHP shares in Q2 2026, an estimated $3.24K.
BHP made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #217 holding.
MASECO Private Wealth first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.