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
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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Principia Wealth Advisory's BHP Position: Q4 2025 in Review

Principia Wealth Advisory held its BHP (BHP) position steady in Q4 2025 at 157 shares worth $9.48K. The position accounts for 0.01% of the portfolio, ranked #203.

Principia Wealth Advisory first reported a position in BHP in Q2 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

Principia Wealth Advisory held 157 shares of BHP worth $9.48K as of Q4 2025.
Principia Wealth Advisory left its BHP share count unchanged in Q4 2025.
BHP made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #203 holding.
Principia Wealth Advisory first reported a position in BHP in Q2 2025 and has held it in 3 quarters since.
681 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.