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Plante Moran Financial Advisors’s BHP BHP Stock Holding History

Plante Moran Financial 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 		$10.4K Buy
125
+114
+1,036% +$9.46K ﹤0.01% 554
2026
Q1 		$800 Sell
11
-39
-78% -$2.76K ﹤0.01% 674
2025
Q4 		$3.02K Buy
+50
New +$2.84K ﹤0.01% 694
2022
Q3 		– Sell
-250
Closed -$14K – 868
2022
Q2 		$14K Buy
+250
New +$15.5K ﹤0.01% 536
2021
Q2 		– Sell
-576
Closed -$36K – 954
2021
Q1 		$36K Buy
576
+565
+5,136% +$36.4K 0.01% 424
2020
Q4 		$1K Buy
+11
New +$551 ﹤0.01% 809
2020
Q1 		– Sell
-872
Closed -$43K – 730
2019
Q4 		$43K Sell
872
-664
-43% -$30.2K 0.02% 346
2019
Q3 		$68K Buy
1,536
+99
+7% +$4.62K 0.02% 292
2019
Q2 		$74K Sell
1,437
-35
-2% -$1.69K 0.02% 266
2019
Q1 		$72K Sell
1,472
-63
-4% -$2.87K 0.02% 263
2018
Q4 		$66K Buy
1,535
+1,369
+825% +$57.4K 0.02% 256
2018
Q3 		$7K Buy
166
+18
+12% +$780 ﹤0.01% 545
2018
Q2 		$7K Sell
148
-1,021
-87% -$44.2K ﹤0.01% 588
2018
Q1 		$46K Sell
1,169
-320
-21% -$13.5K 0.03% 357
2017
Q4 		$61K Buy
+1,489
New +$56.1K 0.03% 301
2014
Q3 		– Sell
-207
Closed -$12K – 790
2014
Q2 		$12K Buy
+207
New +$12.2K 0.01% 475
2013
Q4 		– Sell
-445
Closed -$25K – 685
2013
Q3 		$25K Buy
445
+404
+985% +$22K 0.02% 263
2013
Q2 		$2K Buy
+41
New +$2.27K ﹤0.01% 531

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

Plante Moran Financial Advisors's BHP Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its BHP (BHP) stake by 1,036% in Q2 2026, buying an estimated $9.46K and bringing the position to 125 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Plante Moran Financial Advisors first reported a position in BHP in Q2 2013 and has held it in 18 quarters since. The position peaked at $74K in Q2 2019. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Plante Moran Financial Advisors held 125 shares of BHP worth $10.4K as of Q2 2026.
  • Plante Moran Financial Advisors bought 114 BHP shares in Q2 2026, an estimated $9.46K.
  • BHP made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #554 holding.
  • Plante Moran Financial Advisors first reported a position in BHP in Q2 2013 and has held it in 18 quarters since.
  • Plante Moran Financial Advisors's BHP position peaked at $74K in Q2 2019.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.