Mosaic Financial Group’s BHP BHP Stock Holding History

Mosaic Financial Group’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	$692K	Sell	8,308 -1,692	-17%	-$140K	0.44%	48
2026 Q1	$727K	Hold	10,000	–	–	0.52%	43
2025 Q4	$604K	Hold	10,000	–	–	0.41%	54
2025 Q3	$558K	Hold	10,000	–	–	0.4%	57
2025 Q2	$481K	Hold	10,000	–	–	0.37%	61
2025 Q1	$485K	Hold	10,000	–	–	0.39%	58
2024 Q4	$488K	Hold	10,000	–	–	0.35%	61
2024 Q3	$621K	Hold	10,000	–	–	0.44%	53
2024 Q2	$571K	Hold	10,000	–	–	0.41%	55
2024 Q1	$577K	Buy	+10,000	New	+$598K	0.46%	50

Other funds holding BHP

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mosaic Financial Group's BHP Position: Q2 2026 in Review

Mosaic Financial Group reduced its BHP (BHP) stake by 17% in Q2 2026, selling an estimated $140K and leaving 8,308 shares worth $692K. The position accounts for 0.44% of the portfolio, ranked #48.

Mosaic Financial Group first reported a position in BHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $727K in Q1 2026. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Mosaic Financial Group held 8,308 shares of BHP worth $692K as of Q2 2026.
Mosaic Financial Group sold 1,692 BHP shares in Q2 2026, an estimated $140K.
BHP made up 0.44% of Mosaic Financial Group's portfolio in Q2 2026, its #48 holding.
Mosaic Financial Group first reported a position in BHP in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's BHP position peaked at $727K in Q1 2026.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.