Pathstone Holdings
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Pathstone Holdings’s BHP BHP Stock Holding History

Pathstone Holdings’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 		$3.62M Buy
49,818
+5,083
+11% +$359K 0.01% 715
2025
Q4 		$2.7M Buy
44,735
+3,233
+8% +$184K 0.01% 875
2025
Q3 		$2.31M Buy
41,502
+6,830
+20% +$363K 0.01% 936
2025
Q2 		$1.67M Sell
34,672
-4,183
-11% -$201K 0.01% 1105
2025
Q1 		$1.89M Sell
38,855
-1,307
-3% -$65.1K 0.01% 1024
2024
Q4 		$1.96M Sell
40,162
-4,682
-10% -$255K 0.01% 983
2024
Q3 		$2.79M Sell
44,844
-13,229
-23% -$731K 0.01% 807
2024
Q2 		$3.32M Buy
58,073
+2,647
+5% +$154K 0.02% 687
2024
Q1 		$3.2M Buy
55,426
+16,834
+44% +$1.01M 0.02% 691
2023
Q4 		$2.64M Buy
+38,592
New +$2.33M 0.01% 639

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 $761B 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 $5.7T 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 $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return