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 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	0.77%	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 $295B AUM 31.6% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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