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Montag & Associates’s BHP BHP Stock Holding History

Montag & Associates’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
Q2 		$116K Hold
1,387
– – ﹤0.01% 491
2026
Q1 		$101K Hold
1,387
– – ﹤0.01% 504
2025
Q4 		$83.7K Buy
1,387
+794
+134% +$45.1K ﹤0.01% 528
2025
Q3 		$33.1K Buy
593
+43
+8% +$2.29K ﹤0.01% 647
2025
Q2 		$26.4K Hold
550
– – ﹤0.01% 655
2025
Q1 		$26.7K Hold
550
– – ﹤0.01% 693
2024
Q4 		$26.9K Hold
550
– – ﹤0.01% 689
2024
Q3 		$35K Hold
550
– – ﹤0.01% 656
2024
Q2 		$31.4K Hold
550
– – ﹤0.01% 657
2024
Q1 		$31.7K Hold
550
– – ﹤0.01% 646
2023
Q4 		$37.6K Buy
+550
New +$33.2K ﹤0.01% 621

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montag & Associates's BHP Position: Q2 2026 in Review

Montag & Associates held its BHP (BHP) position steady in Q2 2026 at 1,387 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Montag & Associates first reported a position in BHP in Q4 2023 and has held it in 11 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Montag & Associates held 1,387 shares of BHP worth $116K as of Q2 2026.
  • Montag & Associates left its BHP share count unchanged in Q2 2026.
  • BHP made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #491 holding.
  • Montag & Associates first reported a position in BHP in Q4 2023 and has held it in 11 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.