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Orion Capital Management’s BHP BHP Stock Holding History

Orion Capital Management’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
Q1 		– Sell
-180
Closed -$8.79K – 478
2024
Q4 		$8.79K Buy
+180
New +$9.79K ﹤0.01% 366
2024
Q3 		– Sell
-180
Closed -$10.3K – 176
2024
Q2 		$10.3K Hold
180
– – 0.01% 351
2024
Q1 		$10.4K Hold
180
– – 0.01% 374
2023
Q4 		$12.3K Hold
180
– – 0.01% 375
2023
Q3 		$10.2K Buy
+180
New +$10.5K 0.01% 381
2023
Q2 		– Sell
-180
Closed -$11.4K – 180
2023
Q1 		$11.4K Hold
180
– – 0.01% 364
2022
Q4 		$11.2K Hold
180
– – 0.01% 306
2022
Q3 		$9K Hold
180
– – 0.01% 318
2022
Q2 		$10K Sell
180
-22
-11% -$1.37K 0.01% 317
2022
Q1 		$14K Buy
+202
New +$12.3K 0.01% 308

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orion Capital Management's BHP Position: Q1 2025 in Review

Orion Capital Management sold out of BHP (BHP) in Q1 2025, closing a stake of 180 shares — an estimated $8.79K sold.

Orion Capital Management first reported a position in BHP in Q1 2022 and held it in 10 quarters. The position peaked at $14K in Q1 2022. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Orion Capital Management reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Orion Capital Management sold 180 BHP shares in Q1 2025, an estimated $8.79K.
  • Orion Capital Management first reported a position in BHP in Q1 2022 and held it in 10 quarters.
  • Orion Capital Management's BHP position peaked at $14K in Q1 2022.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Orion Capital Management's 13F filing for Q1 2025, filed 14 May 2025.