Nvest Wealth Strategies’s BHP BHP Stock Holding History

Nvest Wealth Strategies’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	$584	Hold	7	–	–	﹤0.01%	261
2026 Q1	$510	Buy	+7	New	+$495	﹤0.01%	284

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

WIC

Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Nvest Wealth Strategies's BHP Position: Q2 2026 in Review

Nvest Wealth Strategies held its BHP (BHP) position steady in Q2 2026 at 7 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Nvest Wealth Strategies first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Nvest Wealth Strategies held 7 shares of BHP worth $584 as of Q2 2026.
Nvest Wealth Strategies left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #261 holding.
Nvest Wealth Strategies first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
489 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.