Orion Portfolio Solutions’s BP BP Stock Holding History

Orion Portfolio Solutions’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.55M	Buy	45,805 +10,903	+31%	+$356K	0.02%	847
2024 Q4	$1.03M	Sell	34,902 -46,509	-57%	-$1.4M	0.01%	1036
2024 Q3	$2.56M	Sell	81,411 -28,154	-26%	-$953K	0.03%	569
2024 Q2	$3.96M	Sell	109,565 -9,175	-8%	-$344K	0.04%	380
2024 Q1	$4.47M	Buy	118,740 +9,200	+8%	+$330K	0.05%	346
2023 Q4	$3.88M	Sell	109,540 -3,144	-3%	-$115K	0.05%	371
2023 Q3	$4.36M	Sell	112,684 -26,463	-19%	-$982K	0.05%	331
2023 Q2	$4.91M	Sell	139,147 -2,445	-2%	-$90.5K	0.05%	333
2023 Q1	$5.37M	Buy	+141,592	New	+$5.29M	0.07%	262
2020 Q3	–	Sell	-3,405	Closed	-$79K	–	635
2020 Q2	$79K	Buy	3,405 +728	+27%	+$17.5K	﹤0.01%	592
2020 Q1	$65K	Sell	2,677 -153	-5%	-$4.95K	﹤0.01%	530
2019 Q4	$107K	Buy	+2,830	New	+$107K	0.01%	406

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Orion Portfolio Solutions increased its BP (BP) stake by 31% in Q1 2025, buying an estimated $356K and bringing the position to 45,805 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #847.

Orion Portfolio Solutions first reported a position in BP in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.37M in Q1 2023. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Orion Portfolio Solutions held 45,805 shares of BP worth $1.55M as of Q1 2025.
Orion Portfolio Solutions bought 10,903 BP shares in Q1 2025, an estimated $356K.
BP made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #847 holding.
Orion Portfolio Solutions first reported a position in BP in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's BP position peaked at $5.37M in Q1 2023.
1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

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