MHR
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Matthew Hamilton Rosenberg’s BHP BHP Stock Holding History

Matthew Hamilton Rosenberg’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 		$222K Hold
2,611
– – 0.04% 215
2026
Q2 		$218K Buy
2,611
+205
+9% +$17K 0.04% 210
2026
Q1 		$175K Hold
2,406
– – 0.04% 236
2025
Q4 		$145K Hold
2,406
– – 0.03% 267
2025
Q3 		$134K Hold
2,406
– – 0.03% 268
2025
Q2 		$116K Buy
2,406
+324
+16% +$15.6K 0.03% 302
2025
Q1 		$101K Hold
2,082
– – 0.03% 312
2024
Q4 		$102K Sell
2,082
-600
-22% -$32.6K 0.03% 314
2024
Q3 		$167K Buy
2,682
+17
+0.6% +$939 0.04% 216
2024
Q2 		$154K Sell
2,665
-226
-8% -$13.1K 0.05% 221
2024
Q1 		$169K Buy
2,891
+121
+4% +$7.24K 0.05% 214
2023
Q4 		$189K Buy
2,770
+96
+4% +$5.8K 0.06% 187
2023
Q3 		$152K Sell
2,674
-132
-5% -$7.72K 0.05% 216
2023
Q2 		$167K Buy
2,806
+208
+8% +$12.4K 0.06% 206
2023
Q1 		$165K Hold
2,598
– – 0.05% 214
2022
Q4 		$161K Buy
2,598
+101
+4% +$5.68K 0.05% 217
2022
Q3 		$125K Hold
2,497
– – 0.05% 243
2022
Q2 		$135K Sell
2,497
-456
-15% -$28.3K 0.05% 239
2022
Q1 		$203K Hold
2,953
– – 0.07% 183
2021
Q4 		$159K Buy
2,953
+1
+0% +$50 0.06% 225
2021
Q3 		$141K Hold
2,952
– – 0.06% 230
2021
Q2 		$192K Hold
2,952
– – 0.1% 141
2021
Q1 		$183K Buy
2,952
+147
+5% +$9.46K 0.1% 133
2020
Q4 		$163K Hold
2,805
– – 0.1% 140
2020
Q3 		$129K Hold
2,805
– – 0.09% 146
2020
Q2 		$124K Buy
2,805
+761
+37% +$29.8K 0.1% 143
2020
Q1 		$67K Buy
+2,044
New +$85.3K 0.07% 205

Other funds holding BHP

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Matthew Hamilton Rosenberg's BHP Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its BHP (BHP) position steady in Q3 2026 at 2,611 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #215.

Matthew Hamilton Rosenberg first reported a position in BHP in Q1 2020 and has held it in 27 quarters since. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,611 shares of BHP worth $222K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its BHP share count unchanged in Q3 2026.
  • BHP made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #215 holding.
  • Matthew Hamilton Rosenberg first reported a position in BHP in Q1 2020 and has held it in 27 quarters since.
  • 210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.