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Naviter Wealth’s BHP BHP Stock Holding History

Naviter 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
2026
Q2 		$4.77M Buy
57,285
+8,413
+17% +$698K 0.43% 48
2026
Q1 		$3.55M Buy
48,872
+1,721
+4% +$122K 0.44% 47
2025
Q4 		$2.85M Sell
47,151
-3,564
-7% -$203K 0.37% 63
2025
Q3 		$2.83M Buy
50,715
+191
+0.4% +$10.2K 0.33% 76
2025
Q2 		$2.43M Sell
50,524
-999
-2% -$48K 0.3% 87
2025
Q1 		$2.52M Buy
51,523
+497
+1% +$24.7K 0.31% 84
2024
Q4 		$2.49M Sell
51,026
-15,052
-23% -$818K 0.3% 85
2024
Q3 		$4.2M Buy
66,078
+2,959
+5% +$163K 0.58% 42
2024
Q2 		$3.6M Buy
63,119
+5,970
+10% +$347K 0.54% 44
2024
Q1 		$3.3M Buy
57,149
+8,296
+17% +$497K 0.54% 42
2023
Q4 		$3.34M Buy
48,853
+10,180
+26% +$614K 0.67% 34
2023
Q3 		$2.2M Buy
38,673
+7,142
+23% +$417K 0.53% 41
2023
Q2 		$1.88M Buy
31,531
+2,753
+10% +$164K 0.48% 45
2023
Q1 		$1.82M Sell
28,778
-274
-0.9% -$17.7K 0.64% 31
2022
Q4 		$2.03M Buy
29,052
+81
+0.3% +$4.55K 0.56% 39
2022
Q3 		$1.45M Buy
28,971
+5,414
+23% +$287K 0.59% 30
2022
Q2 		$1.32M Buy
+23,557
New +$1.46M 0.54% 31

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

Naviter Wealth's BHP Position: Q2 2026 in Review

Naviter Wealth increased its BHP (BHP) stake by 17% in Q2 2026, buying an estimated $698K and bringing the position to 57,285 shares worth $4.77M. The position accounts for 0.43% of the portfolio, ranked #48.

Naviter Wealth first reported a position in BHP in Q2 2022 and has held it in 17 quarters since. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Naviter Wealth held 57,285 shares of BHP worth $4.77M as of Q2 2026.
  • Naviter Wealth bought 8,413 BHP shares in Q2 2026, an estimated $698K.
  • BHP made up 0.43% of Naviter Wealth's portfolio in Q2 2026, its #48 holding.
  • Naviter Wealth first reported a position in BHP in Q2 2022 and has held it in 17 quarters since.
  • 820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.