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Measured Wealth Private Client Group’s BP BP Stock Holding History

Measured Wealth Private Client Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9K Hold
700
– – 0.01% 442
2026
Q1 		$32.9K Hold
700
– – 0.01% 361
2025
Q4 		$24.3K Hold
700
– – 0.01% 434
2025
Q3 		$24.1K Buy
+700
New +$23.4K 0.01% 437
2018
Q4 		– Sell
-1,144
Closed -$50K – 178
2018
Q3 		$50K Buy
+1,144
New +$47.8K 0.03% 350

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Measured Wealth Private Client Group's BP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its BP (BP) position steady in Q2 2026 at 700 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #442.

Measured Wealth Private Client Group first reported a position in BP in Q3 2018 and has held it in 5 quarters since. The position peaked at $50K in Q3 2018. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Measured Wealth Private Client Group held 700 shares of BP worth $25.9K as of Q2 2026.
  • Measured Wealth Private Client Group left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #442 holding.
  • Measured Wealth Private Client Group first reported a position in BP in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's BP position peaked at $50K in Q3 2018.
  • 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.