NC
BHP icon

NewSquare Capital’s BHP BHP Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-871
Closed -$41.9K – 300
2025
Q2 		$41.9K Buy
871
+622
+250% +$29.9K ﹤0.01% 313
2025
Q1 		$12.1K Buy
249
+99
+66% +$4.93K ﹤0.01% 492
2024
Q4 		$7.33K Buy
+150
New +$8.15K ﹤0.01% 309
2023
Q2 		– Sell
-218
Closed -$13.8K – 869
2023
Q1 		$13.8K Hold
218
– – ﹤0.01% 313
2022
Q4 		$13.5K Buy
+218
New +$12.3K ﹤0.01% 258
2020
Q3 		– Sell
-57
Closed -$3K – 328
2020
Q2 		$3K Buy
+57
New +$2.23K ﹤0.01% 284
2013
Q3 		– Sell
-355
Closed -$17K – 241
2013
Q2 		$17K Buy
+355
New +$19.7K 0.01% 144

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

NewSquare Capital's BHP Position: Q3 2025 in Review

NewSquare Capital sold out of BHP (BHP) in Q3 2025, closing a stake of 871 shares — an estimated $41.9K sold.

NewSquare Capital first reported a position in BHP in Q2 2013 and held it in 7 quarters. The position peaked at $41.9K in Q2 2025. 629 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

  • NewSquare Capital reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 871 BHP shares in Q3 2025, an estimated $41.9K.
  • NewSquare Capital first reported a position in BHP in Q2 2013 and held it in 7 quarters.
  • NewSquare Capital's BHP position peaked at $41.9K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.