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Optimist Retirement Group’s BHP BHP Stock Holding History

Optimist Retirement 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
Q2 		$3.18M Sell
38,145
-1,202
-3% -$99.8K 1.23% 13
2026
Q1 		$2.86M Sell
39,347
-4,899
-11% -$346K 1.26% 11
2025
Q4 		$2.67M Sell
44,246
-1,428
-3% -$81.1K 1.22% 21
2025
Q3 		$2.55M Buy
45,674
+313
+0.7% +$16.7K 1.15% 21
2025
Q2 		$2.18M Buy
45,361
+2
+0% +$96 1.05% 30
2025
Q1 		$2.2M Buy
45,359
+30,836
+212% +$1.54M 1.1% 28
2024
Q4 		$709K Sell
14,523
-24,300
-63% -$1.32M 0.34% 46
2024
Q3 		$2.41M Buy
38,823
+5,432
+16% +$300K 1.09% 22
2024
Q2 		$1.91M Buy
33,391
+8,126
+32% +$472K 1% 31
2024
Q1 		$1.46M Buy
+25,265
New +$1.51M 0.75% 42

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimist Retirement Group's BHP Position: Q2 2026 in Review

Optimist Retirement Group reduced its BHP (BHP) stake by 3.1% in Q2 2026, selling an estimated $99.8K and leaving 38,145 shares worth $3.18M. The position accounts for 1.23% of the portfolio, ranked #13.

Optimist Retirement Group first reported a position in BHP in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Optimist Retirement Group held 38,145 shares of BHP worth $3.18M as of Q2 2026.
  • Optimist Retirement Group sold 1,202 BHP shares in Q2 2026, an estimated $99.8K.
  • BHP made up 1.23% of Optimist Retirement Group's portfolio in Q2 2026, its #13 holding.
  • Optimist Retirement Group first reported a position in BHP in Q1 2024 and has held it in 10 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.