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Naviter Wealth’s BP BP Stock Holding History

Naviter Wealth’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 		$2.27M Buy
61,548
+8,841
+17% +$388K 0.21% 112
2026
Q1 		$2.48M Buy
52,707
+2,667
+5% +$104K 0.31% 76
2025
Q4 		$1.74M Sell
50,040
-5,359
-10% -$188K 0.23% 105
2025
Q3 		$1.91M Buy
55,399
+1,439
+3% +$48.2K 0.22% 115
2025
Q2 		$1.62M Sell
53,960
-1,778
-3% -$52.1K 0.2% 130
2025
Q1 		$1.89M Buy
55,738
+2,175
+4% +$71K 0.23% 120
2024
Q4 		$1.58M Sell
53,563
-14,260
-21% -$428K 0.19% 136
2024
Q3 		$2.13M Sell
67,823
-891
-1% -$30.1K 0.3% 93
2024
Q2 		$2.48M Buy
68,714
+3,617
+6% +$136K 0.37% 75
2024
Q1 		$2.45M Buy
65,097
+5,450
+9% +$195K 0.4% 67
2023
Q4 		$2.11M Buy
59,647
+13,799
+30% +$505K 0.42% 59
2023
Q3 		$1.78M Buy
45,848
+6,070
+15% +$225K 0.43% 56
2023
Q2 		$1.4M Buy
39,778
+5,315
+15% +$197K 0.36% 73
2023
Q1 		$1.31M Buy
34,463
+2,662
+8% +$99.4K 0.46% 53
2022
Q4 		$1.12M Buy
31,801
+3,811
+14% +$127K 0.31% 79
2022
Q3 		$799K Buy
27,990
+727
+3% +$21.6K 0.33% 74
2022
Q2 		$773K Buy
+27,263
New +$835K 0.32% 75

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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

Naviter Wealth's BP Position: Q2 2026 in Review

Naviter Wealth increased its BP (BP) stake by 17% in Q2 2026, buying an estimated $388K and bringing the position to 61,548 shares worth $2.27M. The position accounts for 0.21% of the portfolio, ranked #112.

Naviter Wealth first reported a position in BP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.48M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Naviter Wealth held 61,548 shares of BP worth $2.27M as of Q2 2026.
  • Naviter Wealth bought 8,841 BP shares in Q2 2026, an estimated $388K.
  • BP made up 0.21% of Naviter Wealth's portfolio in Q2 2026, its #112 holding.
  • Naviter Wealth first reported a position in BP in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's BP position peaked at $2.48M in Q2 2024.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

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