Physician Wealth Advisors’s BHP BHP Stock Holding History

Physician Wealth Advisors’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 Q2	$21.2K	Sell	254 -5	-2%	-$415	﹤0.01%	648
2026 Q1	$18.8K	Buy	259 +17	+7%	+$1.2K	﹤0.01%	636
2025 Q4	$14.6K	Buy	242 +37	+18%	+$2.1K	﹤0.01%	661
2025 Q3	$11.4K	Buy	205 +18	+10%	+$958	﹤0.01%	723
2025 Q2	$8.99K	Buy	187 +133	+246%	+$6.39K	﹤0.01%	661
2025 Q1	$2.62K	Buy	54 +10	+23%	+$498	﹤0.01%	825
2024 Q4	$2.15K	Buy	+44	New	+$2.39K	﹤0.01%	837

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Physician Wealth Advisors's BHP Position: Q2 2026 in Review

Physician Wealth Advisors reduced its BHP (BHP) stake by 1.9% in Q2 2026, selling an estimated $415 and leaving 254 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Physician Wealth Advisors first reported a position in BHP in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Physician Wealth Advisors held 254 shares of BHP worth $21.2K as of Q2 2026.
Physician Wealth Advisors sold 5 BHP shares in Q2 2026, an estimated $415.
BHP made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #648 holding.
Physician Wealth Advisors first reported a position in BHP in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.