Northcape Wealth Management
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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
Q3 		$3.48M Sell
41,060
-2,909
-7% -$254K 0.92% 37
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 $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Northcape Wealth Management's BHP Position: Q3 2026 in Review

Northcape Wealth Management reduced its BHP (BHP) stake by 6.6% in Q3 2026, selling an estimated $254K and leaving 41,060 shares worth $3.48M. The position accounts for 0.92% of the portfolio, ranked #37.

Northcape Wealth Management first reported a position in BHP in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.66M in Q2 2026. 718 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Northcape Wealth Management held 41,060 shares of BHP worth $3.48M as of Q3 2026.
  • Northcape Wealth Management sold 2,909 BHP shares in Q3 2026, an estimated $254K.
  • BHP made up 0.92% of Northcape Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Northcape Wealth Management first reported a position in BHP in Q1 2023 and has held it in 15 quarters since.
  • Northcape Wealth Management's BHP position peaked at $3.66M in Q2 2026.
  • 718 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.