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Northcape Wealth Management’s BHP BHP Stock Holding History

Northcape Wealth Management’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 		$3.66M Sell
43,969
-700
-2% -$58.1K 0.96% 35
2026
Q1 		$3.25M Sell
44,669
-205
-0.5% -$14.5K 0.89% 36
2025
Q4 		$2.71M Sell
44,874
-1,223
-3% -$69.5K 0.76% 43
2025
Q3 		$2.57M Buy
46,097
+2,643
+6% +$141K 0.75% 43
2025
Q2 		$2.09M Sell
43,454
-162
-0.4% -$7.79K 0.64% 49
2025
Q1 		$2.12M Buy
43,616
+2,932
+7% +$146K 0.68% 48
2024
Q4 		$1.99M Sell
40,684
-1,346
-3% -$73.2K 0.64% 53
2024
Q3 		$2.61M Buy
42,030
+2,629
+7% +$145K 0.86% 40
2024
Q2 		$2.25M Buy
39,401
+35,411
+887% +$2.06M 0.81% 41
2024
Q1 		$230K Sell
3,990
-150
-4% -$8.98K 0.08% 125
2023
Q4 		$283K Hold
4,140
– – 0.1% 120
2023
Q3 		$235K Sell
4,140
-410
-9% -$24K 0.09% 130
2023
Q2 		$271K Sell
4,550
-80
-2% -$4.77K 0.1% 134
2023
Q1 		$294K Buy
+4,630
New +$299K 0.11% 127

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

Northcape Wealth Management's BHP Position: Q2 2026 in Review

Northcape Wealth Management reduced its BHP (BHP) stake by 1.6% in Q2 2026, selling an estimated $58.1K and leaving 43,969 shares worth $3.66M. The position accounts for 0.96% of the portfolio, ranked #35.

Northcape Wealth Management first reported a position in BHP in Q1 2023 and has held it in 14 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Northcape Wealth Management held 43,969 shares of BHP worth $3.66M as of Q2 2026.
  • Northcape Wealth Management sold 700 BHP shares in Q2 2026, an estimated $58.1K.
  • BHP made up 0.96% of Northcape Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Northcape Wealth Management first reported a position in BHP in Q1 2023 and has held it in 14 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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