NW
BHP icon

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
Q2 		$11.5M Buy
137,477
+13,837
+11% +$1.15M 0.11% 132
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 $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

NewEdge Wealth's BHP Position: Q2 2026 in Review

NewEdge Wealth increased its BHP (BHP) stake by 11% in Q2 2026, buying an estimated $1.15M and bringing the position to 137,477 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #132.

NewEdge Wealth first reported a position in BHP in Q4 2022 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • NewEdge Wealth held 137,477 shares of BHP worth $11.5M as of Q2 2026.
  • NewEdge Wealth bought 13,837 BHP shares in Q2 2026, an estimated $1.15M.
  • BHP made up 0.11% of NewEdge Wealth's portfolio in Q2 2026, its #132 holding.
  • NewEdge Wealth first reported a position in BHP in Q4 2022 and has held it in 15 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.