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Modera Wealth Management’s BP BP Stock Holding History

Modera Wealth Management’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
Q1 		– Sell
-9,270
Closed -$322K – 639
2025
Q4 		$322K Buy
9,270
+251
+3% +$8.81K ﹤0.01% 531
2025
Q3 		$311K Sell
9,019
-30
-0.3% -$1K ﹤0.01% 538
2025
Q2 		$271K Buy
9,049
+415
+5% +$12.2K ﹤0.01% 554
2025
Q1 		$292K Buy
8,634
+310
+4% +$10.1K ﹤0.01% 517
2024
Q4 		$246K Sell
8,324
-230
-3% -$6.91K ﹤0.01% 552
2024
Q3 		$269K Buy
8,554
+610
+8% +$20.6K ﹤0.01% 509
2024
Q2 		$287K Sell
7,944
-225
-3% -$8.43K ﹤0.01% 487
2024
Q1 		$308K Buy
8,169
+169
+2% +$6.06K ﹤0.01% 476
2023
Q4 		$283K Buy
8,000
+536
+7% +$19.6K ﹤0.01% 476
2023
Q3 		$289K Buy
7,464
+188
+3% +$6.98K 0.01% 462
2023
Q2 		$257K Buy
7,276
+201
+3% +$7.44K ﹤0.01% 486
2023
Q1 		$268K Buy
7,075
+565
+9% +$21.1K 0.01% 301
2022
Q4 		$227K Buy
+6,510
New +$217K 0.01% 315
2022
Q3 		– Sell
-7,160
Closed -$203K – 318
2022
Q2 		$203K Sell
7,160
-1
-0% -$31 0.01% 320
2022
Q1 		$211K Buy
+7,161
New +$218K 0.01% 338

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Modera Wealth Management's BP Position: Q1 2026 in Review

Modera Wealth Management sold out of BP (BP) in Q1 2026, closing a stake of 9,270 shares — an estimated $322K sold.

Modera Wealth Management first reported a position in BP in Q1 2022 and held it in 15 quarters. The position peaked at $322K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Modera Wealth Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 9,270 BP shares in Q1 2026, an estimated $322K.
  • Modera Wealth Management first reported a position in BP in Q1 2022 and held it in 15 quarters.
  • Modera Wealth Management's BP position peaked at $322K in Q4 2025.
  • 1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.