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Quotient Wealth Partners’s BP BP Stock Holding History

Quotient Wealth Partners’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 		$2.46M Sell
66,532
-1,222
-2% -$53.6K 0.06% 84
2026
Q1 		$3.18M Buy
67,754
+640
+1% +$25.1K 0.08% 66
2025
Q4 		$2.33M Buy
67,114
+5,168
+8% +$181K 0.06% 78
2025
Q3 		$2.13M Buy
61,946
+45
+0.1% +$1.51K 0.06% 79
2025
Q2 		$1.85M Buy
61,901
+2,088
+3% +$61.2K 0.05% 80
2025
Q1 		$2.02M Buy
59,813
+26,201
+78% +$855K 0.06% 70
2024
Q4 		$994K Buy
33,612
+369
+1% +$11.1K 0.03% 101
2024
Q3 		$1.04M Buy
33,243
+3,012
+10% +$102K 0.03% 104
2024
Q2 		$1.09M Sell
30,231
-153
-0.5% -$5.73K 0.04% 99
2024
Q1 		$1.14M Sell
30,384
-103
-0.3% -$3.69K 0.04% 104
2023
Q4 		$1.08M Buy
+30,487
New +$1.12M 0.04% 113

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

Quotient Wealth Partners's BP Position: Q2 2026 in Review

Quotient Wealth Partners reduced its BP (BP) stake by 1.8% in Q2 2026, selling an estimated $53.6K and leaving 66,532 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #84.

Quotient Wealth Partners first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.18M in Q1 2026. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Quotient Wealth Partners held 66,532 shares of BP worth $2.46M as of Q2 2026.
  • Quotient Wealth Partners sold 1,222 BP shares in Q2 2026, an estimated $53.6K.
  • BP made up 0.06% of Quotient Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Quotient Wealth Partners first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's BP position peaked at $3.18M in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.