Montag & Caldwell’s BP BP Stock Holding History

Montag & Caldwell’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
2025 Q2	$31.7K	Hold	1,058	–	–	0.01%	106
2025 Q1	$35.8K	Hold	1,058	–	–	0.01%	104
2024 Q4	$31.3K	Buy	+1,058	New	+$31.8K	0.01%	111

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Montag & Caldwell's BP Position: Q2 2025 in Review

Montag & Caldwell held its BP (BP) position steady in Q2 2025 at 1,058 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #106.

Montag & Caldwell first reported a position in BP in Q4 2024 and has held it in 3 quarters since. The position peaked at $35.8K in Q1 2025. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Montag & Caldwell held 1,058 shares of BP worth $31.7K as of Q2 2025.
Montag & Caldwell left its BP share count unchanged in Q2 2025.
BP made up 0.01% of Montag & Caldwell's portfolio in Q2 2025, its #106 holding.
Montag & Caldwell first reported a position in BP in Q4 2024 and has held it in 3 quarters since.
Montag & Caldwell's BP position peaked at $35.8K in Q1 2025.
1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.