Morton Brown Family Wealth’s BHP BHP Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-59	Closed	-$2.84K	–	271
2025 Q2	$2.84K	Hold	59	–	–	﹤0.01%	261
2025 Q1	$2.86K	Buy	+59	New	+$2.94K	﹤0.01%	260

Other funds holding BHP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morton Brown Family Wealth's BHP Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of BHP (BHP) in Q3 2025, closing a stake of 59 shares — an estimated $2.84K sold.

Morton Brown Family Wealth first reported a position in BHP in Q1 2025 and held it in 2 quarters. The position peaked at $2.86K in Q1 2025. 627 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

Morton Brown Family Wealth reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 59 BHP shares in Q3 2025, an estimated $2.84K.
Morton Brown Family Wealth first reported a position in BHP in Q1 2025 and held it in 2 quarters.
Morton Brown Family Wealth's BHP position peaked at $2.86K in Q1 2025.
627 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.