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Prosperity Consulting Group’s BP BP Stock Holding History

Prosperity Consulting Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
38,470
+1,338
+4% +$58.7K 0.05% 212
2026
Q1 		$1.75M Sell
37,132
-1,133
-3% -$44.4K 0.08% 168
2025
Q4 		$1.33M Sell
38,265
-1,404
-4% -$49.3K 0.06% 214
2025
Q3 		$1.37M Sell
39,669
-7,749
-16% -$260K 0.07% 203
2025
Q2 		$1.42M Buy
47,418
+157
+0.3% +$4.61K 0.1% 180
2025
Q1 		$1.6M Sell
47,261
-1,031
-2% -$33.7K 0.12% 169
2024
Q4 		$1.43M Buy
48,292
+4,938
+11% +$148K 0.11% 185
2024
Q3 		$1.36M Buy
43,354
+30,525
+238% +$1.03M 0.11% 189
2024
Q2 		$463K Sell
12,829
-2,180
-15% -$81.7K 0.06% 198
2024
Q1 		$566K Buy
+15,009
New +$538K 0.07% 183

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prosperity Consulting Group's BP Position: Q2 2026 in Review

Prosperity Consulting Group increased its BP (BP) stake by 3.6% in Q2 2026, buying an estimated $58.7K and bringing the position to 38,470 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #212.

Prosperity Consulting Group first reported a position in BP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.75M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Prosperity Consulting Group held 38,470 shares of BP worth $1.42M as of Q2 2026.
  • Prosperity Consulting Group bought 1,338 BP shares in Q2 2026, an estimated $58.7K.
  • BP made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #212 holding.
  • Prosperity Consulting Group first reported a position in BP in Q1 2024 and has held it in 10 quarters since.
  • Prosperity Consulting Group's BP position peaked at $1.75M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.