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 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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return