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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's BHP Position: Q1 2025 in Review

Norris Financial Group sold out of BHP (BHP) in Q1 2025, closing a stake of 22,428 shares — an estimated $1.1M sold.

Norris Financial Group first reported a position in BHP in Q4 2021 and held it in 13 quarters. The position peaked at $1.84M in Q1 2022. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Norris Financial Group reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Norris Financial Group sold 22,428 BHP shares in Q1 2025, an estimated $1.1M.
  • Norris Financial Group first reported a position in BHP in Q4 2021 and held it in 13 quarters.
  • Norris Financial Group's BHP position peaked at $1.84M in Q1 2022.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.