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Ovata Capital Management’s BHP BHP Stock Holding History

Ovata 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
2026
Q1 		– Sell
-46,187
Closed -$2.81M – 41
2025
Q4 		$2.81M Buy
46,187
+23,500
+104% +$1.34M 0.34% 35
2025
Q3 		$1.28M Buy
22,687
+3,986
+21% +$212K 0.26% 29
2025
Q2 		$897K Sell
18,701
-3,921
-17% -$188K 0.19% 33
2025
Q1 		$1.08M Buy
22,622
+16,722
+283% +$833K 0.41% 26
2024
Q4 		$290K Sell
5,900
-2,100
-26% -$114K 0.11% 30
2024
Q3 		$509K Hold
8,000
– – 0.22% 26
2024
Q2 		$454K Sell
8,000
-171,509
-96% -$9.97M 0.25% 33
2024
Q1 		$10.3M Buy
179,509
+39,600
+28% +$2.37M 5.37% 7
2023
Q4 		$8.7M Sell
139,909
-1,366
-1% -$82.5K 16.19% 3
2023
Q3 		$8.12M Buy
141,275
+111,023
+367% +$6.49M 10.19% 4
2023
Q2 		$1.8M Sell
30,252
-91,871
-75% -$5.48M 2.37% 11
2023
Q1 		$7.72M Buy
122,123
+35,419
+41% +$2.28M 3.29% 4
2022
Q4 		$5.38M Buy
+86,704
New +$4.88M 1.75% 6
2022
Q3 		– Sell
-102,475
Closed -$5.81M – 37
2022
Q2 		$5.81M Sell
102,475
-40,095
-28% -$2.49M 1.7% 8
2022
Q1 		$9.86M Buy
+142,570
New +$8.66M 3.04% 6

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 $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ovata Capital Management's BHP Position: Q1 2026 in Review

Ovata Capital Management sold out of BHP (BHP) in Q1 2026, closing a stake of 46,187 shares — an estimated $2.81M sold.

Ovata Capital Management first reported a position in BHP in Q1 2022 and held it in 15 quarters. The position peaked at $10.3M in Q1 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Ovata Capital Management reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Ovata Capital Management sold 46,187 BHP shares in Q1 2026, an estimated $2.81M.
  • Ovata Capital Management first reported a position in BHP in Q1 2022 and held it in 15 quarters.
  • Ovata Capital Management's BHP position peaked at $10.3M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.