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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quotient Wealth Partners's BP Position: Q1 2026 in Review

Quotient Wealth Partners increased its BP (BP) stake by 0.95% in Q1 2026, buying an estimated $25.1K and bringing the position to 67,754 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #66.

Quotient Wealth Partners first reported a position in BP in Q4 2023 and has held it in 10 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Quotient Wealth Partners held 67,754 shares of BP worth $3.18M as of Q1 2026.
  • Quotient Wealth Partners bought 640 BP shares in Q1 2026, an estimated $25.1K.
  • BP made up 0.08% of Quotient Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • Quotient Wealth Partners first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.