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Mosaic Family Wealth Partners’s BP BP Stock Holding History

Mosaic Family Wealth Partners’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 		$245K Buy
6,618
+1,096
+20% +$48.1K 0.02% 386
2026
Q1 		$260K Buy
+5,522
New +$216K 0.03% 246

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mosaic Family Wealth Partners's BP Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its BP (BP) stake by 20% in Q2 2026, buying an estimated $48.1K and bringing the position to 6,618 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #386.

Mosaic Family Wealth Partners first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Mosaic Family Wealth Partners held 6,618 shares of BP worth $245K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,096 BP shares in Q2 2026, an estimated $48.1K.
  • BP made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • Mosaic Family Wealth Partners first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • Mosaic Family Wealth Partners's BP position peaked at $260K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.