Novem Group
BHP icon

Novem Group’s BHP BHP Stock Holding History

Novem 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
2026
Q3 		$1.27M Buy
14,918
+493
+3% +$43K 0.13% 144
2026
Q2 		$1.2M Sell
14,425
-4,584
-24% -$380K 0.12% 143
2026
Q1 		$1.38M Buy
19,009
+492
+3% +$34.8K 0.16% 116
2025
Q4 		$1.12M Buy
+18,517
New +$1.05M 0.13% 149

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Novem Group's BHP Position: Q3 2026 in Review

Novem Group increased its BHP (BHP) stake by 3.4% in Q3 2026, buying an estimated $43K and bringing the position to 14,918 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #144.

Novem Group first reported a position in BHP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2026. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Novem Group held 14,918 shares of BHP worth $1.27M as of Q3 2026.
  • Novem Group bought 493 BHP shares in Q3 2026, an estimated $43K.
  • BHP made up 0.13% of Novem Group's portfolio in Q3 2026, its #144 holding.
  • Novem Group first reported a position in BHP in Q4 2025 and has held it in 4 quarters since.
  • Novem Group's BHP position peaked at $1.38M in Q1 2026.
  • 462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.