R Squared’s BHP BHP Stock Holding History

R Squared’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
2026 Q1	$213K	Sell	2,932 -8,025	-73%	-$567K	0.12%	300
2025 Q4	$661K	Sell	10,957 -8,383	-43%	-$476K	0.31%	82
2025 Q3	$1.08M	Buy	19,340 +7,334	+61%	+$390K	0.46%	42
2025 Q2	$577K	Buy	12,006 +1,276	+12%	+$61.3K	0.32%	83
2025 Q1	$521K	Buy	10,730 +4,240	+65%	+$211K	0.56%	46
2024 Q4	$317K	Buy	+6,490	New	+$353K	0.31%	61

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

R Squared's BHP Position: Q1 2026 in Review

R Squared reduced its BHP (BHP) stake by 73% in Q1 2026, selling an estimated $567K and leaving 2,932 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #300.

R Squared first reported a position in BHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

R Squared held 2,932 shares of BHP worth $213K as of Q1 2026.
R Squared sold 8,025 BHP shares in Q1 2026, an estimated $567K.
BHP made up 0.12% of R Squared's portfolio in Q1 2026, its #300 holding.
R Squared first reported a position in BHP in Q4 2024 and has held it in 6 quarters since.
R Squared's BHP position peaked at $1.08M in Q3 2025.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.