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Mount Yale Investment Advisors’s BHP BHP Stock Holding History

Mount Yale Investment Advisors’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 		$200K Sell
2,406
-639
-21% -$53K ﹤0.01% 1151
2026
Q1 		$221K Buy
+3,045
New +$215K 0.01% 1015
2023
Q1 		– Sell
-10,840
Closed -$673K – 485
2022
Q4 		$673K Buy
10,840
+1,552
+17% +$87.3K 0.08% 251
2022
Q3 		$465K Sell
9,288
-1,197
-11% -$63.4K 0.06% 278
2022
Q2 		$589K Sell
10,485
-128
-1% -$7.95K 0.07% 257
2022
Q1 		$731K Buy
+10,613
New +$645K 0.08% 248
2018
Q4 		– Sell
-135
Closed -$6K – 365
2018
Q3 		$6K Hold
135
– – ﹤0.01% 874
2018
Q2 		$6K Hold
135
– – ﹤0.01% 895
2018
Q1 		$5K Buy
+135
New +$5.68K ﹤0.01% 891

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

Mount Yale Investment Advisors's BHP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its BHP (BHP) stake by 21% in Q2 2026, selling an estimated $53K and leaving 2,406 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Mount Yale Investment Advisors first reported a position in BHP in Q1 2018 and has held it in 9 quarters since. The position peaked at $731K in Q1 2022. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Mount Yale Investment Advisors held 2,406 shares of BHP worth $200K as of Q2 2026.
  • Mount Yale Investment Advisors sold 639 BHP shares in Q2 2026, an estimated $53K.
  • BHP made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1151 holding.
  • Mount Yale Investment Advisors first reported a position in BHP in Q1 2018 and has held it in 9 quarters since.
  • Mount Yale Investment Advisors's BHP position peaked at $731K in Q1 2022.
  • 821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.