Norris Financial Group’s BHP BHP Stock Holding History

Norris Financial Group’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 Q1	–	Sell	-22,428	Closed	-$1.1M	–	87
2024 Q4	$1.1M	Buy	22,428 +133	+0.6%	+$7.23K	0.51%	47
2024 Q3	$1.38M	Buy	22,295 +122	+0.6%	+$6.74K	0.68%	40
2024 Q2	$1.27M	Buy	22,173 +6,581	+42%	+$382K	0.66%	41
2024 Q1	$900K	Sell	15,592 -2,294	-13%	-$137K	0.49%	44
2023 Q4	$1.22M	Sell	17,886 -4,890	-21%	-$295K	0.74%	32
2023 Q3	$1.3M	Sell	22,776 -394	-2%	-$23K	0.9%	35
2023 Q2	$1.38M	Sell	23,170 -1,310	-5%	-$78.1K	0.96%	36
2023 Q1	$1.55M	Sell	24,480 -320	-1%	-$20.6K	1.14%	28
2022 Q4	$1.54M	Buy	24,800 +232	+0.9%	+$13K	1.3%	25
2022 Q3	$1.23M	Buy	24,568 +738	+3%	+$39.1K	1.13%	26
2022 Q2	$1.34M	Sell	23,830 -2,890	-11%	-$179K	1.08%	26
2022 Q1	$1.84M	Buy	26,720 +21,575	+419%	+$1.31M	1.11%	21
2021 Q4	$277K	Buy	+5,145	New	+$257K	0.17%	72

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return