Modern Wealth Management’s BP BP Stock Holding History

Modern 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 Q2	$1.2M	Buy	32,415 +2,433	+8%	+$107K	0.01%	478
2026 Q1	$1.38M	Sell	29,982 -3,229	-10%	-$127K	0.02%	358
2025 Q4	$1.15M	Sell	33,211 -1,856	-5%	-$65.1K	0.02%	380
2025 Q3	$1.21M	Buy	35,067 +275	+0.8%	+$9.21K	0.02%	355
2025 Q2	$1.04M	Buy	34,792 +8,549	+33%	+$251K	0.03%	361
2025 Q1	$887K	Sell	26,243 -910	-3%	-$29.7K	0.03%	319
2024 Q4	$803K	Buy	27,153 +3,127	+13%	+$93.9K	0.03%	288
2024 Q3	$754K	Sell	24,026 -63	-0.3%	-$2.13K	0.05%	194
2024 Q2	$870K	Buy	24,089 +1,314	+6%	+$49.2K	0.06%	150
2024 Q1	$858K	Buy	22,775 +102	+0.4%	+$3.66K	0.08%	127
2023 Q4	$803K	Buy	+22,673	New	+$830K	0.1%	70

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Modern Wealth Management's BP Position: Q2 2026 in Review

Modern Wealth Management increased its BP (BP) stake by 8.1% in Q2 2026, buying an estimated $107K and bringing the position to 32,415 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #478.

Modern Wealth Management first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Modern Wealth Management held 32,415 shares of BP worth $1.2M as of Q2 2026.
Modern Wealth Management bought 2,433 BP shares in Q2 2026, an estimated $107K.
BP made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #478 holding.
Modern Wealth Management first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's BP position peaked at $1.38M in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.