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NewEdge Wealth’s BP BP Stock Holding History

NewEdge 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 		$1.52M Sell
41,111
-23,710
-37% -$1.04M 0.02% 535
2026
Q1 		$3.05M Sell
64,821
-11,014
-15% -$432K 0.04% 327
2025
Q4 		$2.63M Buy
75,835
+5,648
+8% +$198K 0.03% 379
2025
Q3 		$2.5M Sell
70,187
-1,861
-3% -$62.3K 0.04% 336
2025
Q2 		$2.46M Sell
72,048
-39,843
-36% -$1.17M 0.04% 336
2025
Q1 		$3.78M Buy
111,891
+26,881
+32% +$877K 0.07% 230
2024
Q4 		$2.51M Sell
85,010
-14,276
-14% -$429K 0.04% 305
2024
Q3 		$3.12M Buy
99,286
+4,609
+5% +$156K 0.06% 285
2024
Q2 		$3.42M Buy
94,677
+4,772
+5% +$179K 0.07% 220
2024
Q1 		$3.48M Buy
89,905
+11,338
+14% +$407K 0.08% 216
2023
Q4 		$2.78M Buy
78,567
+20,014
+34% +$733K 0.07% 240
2023
Q3 		$2.27M Buy
58,553
+9,096
+18% +$338K 0.07% 231
2023
Q2 		$1.75M Buy
49,457
+15,091
+44% +$558K 0.06% 275
2023
Q1 		$1.3M Buy
34,366
+2,946
+9% +$110K 0.05% 282
2022
Q4 		$1.1M Buy
31,420
+354
+1% +$11.8K 0.05% 281
2022
Q3 		$887K Buy
31,066
+5,177
+20% +$154K 0.04% 283
2022
Q2 		$734K Buy
+25,889
New +$793K 0.03% 329

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

NewEdge Wealth's BP Position: Q2 2026 in Review

NewEdge Wealth reduced its BP (BP) stake by 37% in Q2 2026, selling an estimated $1.04M and leaving 41,111 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #535.

NewEdge Wealth first reported a position in BP in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.78M in Q1 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • NewEdge Wealth held 41,111 shares of BP worth $1.52M as of Q2 2026.
  • NewEdge Wealth sold 23,710 BP shares in Q2 2026, an estimated $1.04M.
  • BP made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #535 holding.
  • NewEdge Wealth first reported a position in BP in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's BP position peaked at $3.78M in Q1 2025.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

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