OWA
BHP icon

One Wealth Advisors’s BHP BHP Stock Holding History

One Wealth Advisors’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
2025
Q4 		– Sell
-8,549
Closed -$477K – 301
2025
Q3 		$477K Buy
8,549
+239
+3% +$12.7K 0.06% 172
2025
Q2 		$400K Buy
8,310
+188
+2% +$9.04K 0.06% 184
2025
Q1 		$394K Buy
+8,122
New +$404K 0.06% 173
2024
Q4 		– Sell
-8,155
Closed -$519K – 256
2024
Q3 		$519K Sell
8,155
-12
-0.1% -$663 0.08% 121
2024
Q2 		$439K Buy
8,167
+225
+3% +$13.1K 0.09% 120
2024
Q1 		$458K Buy
7,942
+4,254
+115% +$255K 0.08% 133
2023
Q4 		$252K Buy
+3,688
New +$223K 0.05% 179
2023
Q3 		– Sell
-8,247
Closed -$492K – 193
2023
Q2 		$492K Sell
8,247
-16
-0.2% -$954 0.1% 105
2023
Q1 		$524K Buy
8,263
+3,064
+59% +$198K 0.12% 93
2022
Q4 		$323K Sell
5,199
-2,757
-35% -$155K 0.07% 136
2022
Q3 		$398K Sell
7,956
-454
-5% -$24K 0.13% 93
2022
Q2 		$472K Sell
8,410
-577
-6% -$35.8K 0.13% 94
2022
Q1 		$619K Buy
+8,987
New +$546K 0.15% 75
2021
Q4 		– Sell
-8,746
Closed -$418K – 200
2021
Q3 		$418K Buy
8,746
+177
+2% +$10.8K 0.12% 108
2021
Q2 		$557K Buy
8,569
+735
+9% +$48.6K 0.18% 68
2021
Q1 		$485K Buy
+7,834
New +$504K 0.19% 68

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return