Private Wealth Asset Management’s BHP BHP Stock Holding History

Private Wealth Asset Management’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 Q2	–	Sell	-160	Closed	-$7.77K	–	1108
2025 Q1	$7.77K	Buy	+160	New	+$7.97K	﹤0.01%	666

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Asset Management's BHP Position: Q2 2025 in Review

Private Wealth Asset Management sold out of BHP (BHP) in Q2 2025, closing a stake of 160 shares — an estimated $7.77K sold.

Private Wealth Asset Management first reported a position in BHP in Q1 2025 and held it in 1 quarter. The position peaked at $7.77K in Q1 2025. 614 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

Private Wealth Asset Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
Private Wealth Asset Management sold 160 BHP shares in Q2 2025, an estimated $7.77K.
Private Wealth Asset Management first reported a position in BHP in Q1 2025 and held it in 1 quarter.
Private Wealth Asset Management's BHP position peaked at $7.77K in Q1 2025.
614 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.