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Mindset Wealth Management’s BHP BHP Stock Holding History

Mindset Wealth Management’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
2025
Q4 		– Sell
-5,300
Closed -$295K – 185
2025
Q3 		$295K Buy
5,300
+90
+2% +$4.79K 0.08% 123
2025
Q2 		$251K Hold
5,210
– – 0.08% 131
2025
Q1 		$253K Hold
5,210
– – 0.1% 110
2024
Q4 		$254K Hold
5,210
– – 0.09% 108
2024
Q3 		$324K Buy
+5,210
New +$288K 0.13% 89

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mindset Wealth Management's BHP Position: Q4 2025 in Review

Mindset Wealth Management sold out of BHP (BHP) in Q4 2025, closing a stake of 5,300 shares — an estimated $295K sold.

Mindset Wealth Management first reported a position in BHP in Q3 2024 and held it in 5 quarters. The position peaked at $324K in Q3 2024. 681 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Mindset Wealth Management reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 5,300 BHP shares in Q4 2025, an estimated $295K.
  • Mindset Wealth Management first reported a position in BHP in Q3 2024 and held it in 5 quarters.
  • Mindset Wealth Management's BHP position peaked at $324K in Q3 2024.
  • 681 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Mindset Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.