Mather Group’s BHP BHP Stock Holding History

Mather Group’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	$295K	Buy	3,545 +122	+4%	+$10.1K	﹤0.01%	676
2026 Q1	$249K	Buy	3,423 +27	+0.8%	+$1.91K	﹤0.01%	673
2025 Q4	$205K	Buy	3,396 +146	+4%	+$8.3K	﹤0.01%	622
2025 Q3	$181K	Buy	+3,250	New	+$173K	﹤0.01%	649
2025 Q2	–	Sell	-3,935	Closed	-$191K	–	728
2025 Q1	$191K	Sell	3,935 -610	-13%	-$30.4K	﹤0.01%	603
2024 Q4	$222K	Sell	4,545 -34	-0.7%	-$1.85K	﹤0.01%	537
2024 Q3	$284K	Sell	4,579 -2,002	-30%	-$111K	﹤0.01%	481
2024 Q2	$380K	Buy	6,581 +2,358	+56%	+$137K	﹤0.01%	475
2024 Q1	$288K	Buy	4,223 +125	+3%	+$7.48K	﹤0.01%	449
2023 Q4	$280K	Hold	4,098	–	–	﹤0.01%	467
2023 Q3	$233K	Sell	4,098 -11	-0.3%	-$643	﹤0.01%	497
2023 Q2	$245K	Buy	4,109 +658	+19%	+$39.2K	﹤0.01%	501
2023 Q1	$219K	Hold	3,451	–	–	﹤0.01%	472
2022 Q4	$214K	Buy	+3,451	New	+$194K	﹤0.01%	452
2022 Q2	–	Sell	-4,477	Closed	-$309K	–	385
2022 Q1	$309K	Hold	4,477	–	–	0.01%	342
2021 Q4	$241K	Buy	+4,477	New	+$224K	﹤0.01%	336

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

Mather Group's BHP Position: Q2 2026 in Review

Mather Group increased its BHP (BHP) stake by 3.6% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,545 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Mather Group first reported a position in BHP in Q4 2021 and has held it in 16 quarters since. The position peaked at $380K in Q2 2024. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Mather Group held 3,545 shares of BHP worth $295K as of Q2 2026.
Mather Group bought 122 BHP shares in Q2 2026, an estimated $10.1K.
BHP made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #676 holding.
Mather Group first reported a position in BHP in Q4 2021 and has held it in 16 quarters since.
Mather Group's BHP position peaked at $380K in Q2 2024.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.