Olistico Wealth’s BHP BHP Stock Holding History

Olistico Wealth’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	$8.48K	Hold	100	–	–	﹤0.01%	272
2026 Q2	$8.33K	Hold	100	–	–	﹤0.01%	260
2026 Q1	$7.27K	Hold	100	–	–	﹤0.01%	273
2025 Q4	$6.04K	Buy	+100	New	+$5.68K	﹤0.01%	282
2025 Q3	–	Sell	-100	Closed	-$4.81K	–	116
2025 Q2	$4.81K	Hold	100	–	–	﹤0.01%	295
2025 Q1	$4.85K	Hold	100	–	–	﹤0.01%	275
2024 Q4	$4.88K	Hold	100	–	–	﹤0.01%	263
2024 Q3	$6.21K	Hold	100	–	–	﹤0.01%	267
2024 Q2	$5.71K	Buy	+100	New	+$5.81K	﹤0.01%	266

Other funds holding BHP

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Olistico Wealth's BHP Position: Q3 2026 in Review

Olistico Wealth held its BHP (BHP) position steady in Q3 2026 at 100 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Olistico Wealth first reported a position in BHP in Q2 2024 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Olistico Wealth held 100 shares of BHP worth $8.48K as of Q3 2026.
Olistico Wealth left its BHP share count unchanged in Q3 2026.
BHP made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #272 holding.
Olistico Wealth first reported a position in BHP in Q2 2024 and has held it in 9 quarters since.
210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.