Partners Wealth Management
BP icon

Partners Wealth Management’s BP BP Stock Holding History

Partners Wealth Management’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
2026
Q3 		$930K Buy
21,131
+4,255
+25% +$183K 0.1% 173
2026
Q2 		$624K Sell
16,876
-25
-0.1% -$1.1K 0.61% 47
2026
Q1 		$794K Sell
16,901
-2,875
-15% -$113K 0.82% 36
2025
Q4 		$687K Sell
19,776
-500
-2% -$17.5K 0.72% 40
2025
Q3 		$699K Sell
20,276
-4,576
-18% -$153K 0.69% 41
2025
Q2 		$840K Hold
24,852
– – 0.96% 35
2025
Q1 		$840K Buy
24,852
+578
+2% +$18.9K 0.95% 35
2024
Q4 		$718K Buy
+24,274
New +$729K 0.82% 40

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Partners Wealth Management's BP Position: Q3 2026 in Review

Partners Wealth Management increased its BP (BP) stake by 25% in Q3 2026, buying an estimated $183K and bringing the position to 21,131 shares worth $930K. The position accounts for 0.1% of the portfolio, ranked #173.

Partners Wealth Management first reported a position in BP in Q4 2024 and has held it in 8 quarters since. 695 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Partners Wealth Management held 21,131 shares of BP worth $930K as of Q3 2026.
  • Partners Wealth Management bought 4,255 BP shares in Q3 2026, an estimated $183K.
  • BP made up 0.1% of Partners Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Partners Wealth Management first reported a position in BP in Q4 2024 and has held it in 8 quarters since.
  • 695 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.