Principia Wealth Advisory’s BHP BHP Stock Holding History

Principia Wealth Advisory’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	$19.4K	Buy	233 +24	+11%	+$1.99K	0.01%	180
2026 Q1	$15.2K	Buy	209 +52	+33%	+$3.67K	0.01%	182
2025 Q4	$9.48K	Hold	157	–	–	0.01%	203
2025 Q3	$8.75K	Buy	157 +99	+171%	+$5.27K	0.01%	218
2025 Q2	$2.79K	Buy	+58	New	+$2.79K	﹤0.01%	323

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

Principia Wealth Advisory's BHP Position: Q2 2026 in Review

Principia Wealth Advisory increased its BHP (BHP) stake by 11% in Q2 2026, buying an estimated $1.99K and bringing the position to 233 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #180.

Principia Wealth Advisory first reported a position in BHP in Q2 2025 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Principia Wealth Advisory held 233 shares of BHP worth $19.4K as of Q2 2026.
Principia Wealth Advisory bought 24 BHP shares in Q2 2026, an estimated $1.99K.
BHP made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #180 holding.
Principia Wealth Advisory first reported a position in BHP in Q2 2025 and has held it in 5 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.