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Plan A Wealth’s BHP BHP Stock Holding History

Plan A Wealth’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 		$878K Buy
10,541
+212
+2% +$17.6K 0.37% 34
2026
Q1 		$751K Buy
10,329
+271
+3% +$19.2K 0.36% 37
2025
Q4 		$607K Buy
10,058
+456
+5% +$25.9K 0.3% 57
2025
Q3 		$535K Buy
9,602
+1,590
+20% +$84.6K 0.27% 63
2025
Q2 		$385K Buy
+8,012
New +$385K 0.22% 91

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plan A Wealth's BHP Position: Q2 2026 in Review

Plan A Wealth increased its BHP (BHP) stake by 2.1% in Q2 2026, buying an estimated $17.6K and bringing the position to 10,541 shares worth $878K. The position accounts for 0.37% of the portfolio, ranked #34.

Plan A Wealth first reported a position in BHP in Q2 2025 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Plan A Wealth held 10,541 shares of BHP worth $878K as of Q2 2026.
  • Plan A Wealth bought 212 BHP shares in Q2 2026, an estimated $17.6K.
  • BHP made up 0.37% of Plan A Wealth's portfolio in Q2 2026, its #34 holding.
  • Plan A Wealth first reported a position in BHP in Q2 2025 and has held it in 5 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.