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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Naviter Wealth's BP Position: Q1 2026 in Review

Naviter Wealth increased its BP (BP) stake by 5.3% in Q1 2026, buying an estimated $104K and bringing the position to 52,707 shares worth $2.48M. The position accounts for 0.31% of the portfolio, ranked #76.

Naviter Wealth first reported a position in BP in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q2 2024. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Naviter Wealth held 52,707 shares of BP worth $2.48M as of Q1 2026.
  • Naviter Wealth bought 2,667 BP shares in Q1 2026, an estimated $104K.
  • BP made up 0.31% of Naviter Wealth's portfolio in Q1 2026, its #76 holding.
  • Naviter Wealth first reported a position in BP in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's BP position peaked at $2.48M in Q2 2024.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.