NewEdge Wealth’s BHP BHP Stock Holding History

NewEdge 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	$8.99M	Buy	123,640 +26,558	+27%	+$1.88M	0.11%	135
2025 Q4	$5.86M	Buy	97,082 +7,853	+9%	+$446K	0.07%	202
2025 Q3	$4.95M	Sell	89,229 -1,477	-2%	-$78.6K	0.07%	208
2025 Q2	$4.73M	Buy	90,706 +7,864	+9%	+$378K	0.07%	210
2025 Q1	$4.02M	Buy	82,842 +37,409	+82%	+$1.86M	0.07%	223
2024 Q4	$2.22M	Sell	45,433 -31,501	-41%	-$1.71M	0.04%	331
2024 Q3	$4.78M	Buy	76,934 +4,955	+7%	+$274K	0.09%	201
2024 Q2	$4.11M	Buy	71,979 +3,601	+5%	+$209K	0.09%	194
2024 Q1	$3.8M	Buy	68,378 +16,863	+33%	+$1.01M	0.09%	204
2023 Q4	$3.52M	Buy	51,515 +15,624	+44%	+$943K	0.09%	191
2023 Q3	$2.04M	Buy	35,891 +1,309	+4%	+$76.5K	0.06%	256
2023 Q2	$2.06M	Buy	34,582 +18,705	+118%	+$1.12M	0.07%	247
2023 Q1	$1.01M	Buy	15,877 +9,401	+145%	+$606K	0.04%	316
2022 Q4	$402K	Buy	+6,476	New	+$364K	0.02%	397

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