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 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 $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 $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return