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Orion Portfolio Solutions’s BHP BHP Stock Holding History

Orion Portfolio Solutions’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 		$1.19M Buy
24,571
+2,224
+10% +$111K 0.01% 986
2024
Q4 		$1.09M Buy
22,347
+3,659
+20% +$199K 0.01% 1005
2024
Q3 		$1.16M Sell
18,688
-4,320
-19% -$239K 0.01% 965
2024
Q2 		$1.31M Buy
23,008
+1,620
+8% +$94.1K 0.01% 851
2024
Q1 		$1.23M Sell
21,388
-1,229
-5% -$73.6K 0.01% 888
2023
Q4 		$1.49M Buy
22,617
+1,646
+8% +$99.4K 0.02% 769
2023
Q3 		$1.19M Sell
20,971
-1,111
-5% -$64.9K 0.01% 847
2023
Q2 		$1.32M Sell
22,082
-359
-2% -$21.4K 0.01% 831
2023
Q1 		$1.42M Buy
+22,441
New +$1.45M 0.02% 733
2020
Q3 		– Sell
-336
Closed -$15K – 603
2020
Q2 		$15K Sell
336
-101
-23% -$3.95K ﹤0.01% 1034
2020
Q1 		$14K Buy
437
+52
+14% +$2.17K ﹤0.01% 943
2019
Q4 		$19K Buy
+385
New +$17.5K ﹤0.01% 782

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's BHP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its BHP (BHP) stake by 10% in Q1 2025, buying an estimated $111K and bringing the position to 24,571 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #986.

Orion Portfolio Solutions first reported a position in BHP in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2023. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Orion Portfolio Solutions held 24,571 shares of BHP worth $1.19M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,224 BHP shares in Q1 2025, an estimated $111K.
  • BHP made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #986 holding.
  • Orion Portfolio Solutions first reported a position in BHP in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's BHP position peaked at $1.49M in Q4 2023.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

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