PWM
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
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Partners Wealth Management's BP Position: Q2 2026 in Review

Partners Wealth Management reduced its BP (BP) stake by 0.15% in Q2 2026, selling an estimated $1.1K and leaving 16,876 shares worth $624K. The position accounts for 0.61% of the portfolio, ranked #47.

Partners Wealth Management first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $840K in Q2 2025. 305 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Partners Wealth Management held 16,876 shares of BP worth $624K as of Q2 2026.
  • Partners Wealth Management sold 25 BP shares in Q2 2026, an estimated $1.1K.
  • BP made up 0.61% of Partners Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Partners Wealth Management first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's BP position peaked at $840K in Q2 2025.
  • 305 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.