RWMG
BHP icon

Redwood Wealth Management Group’s BHP BHP Stock Holding History

Redwood Wealth Management Group’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
Q2 		– Sell
-5,886
Closed -$428K – 14
2026
Q1 		$428K Buy
5,886
+57
+1% +$4.03K 0.18% 100
2025
Q4 		$352K Buy
5,829
+400
+7% +$22.7K 0.15% 122
2025
Q3 		$303K Buy
5,429
+2
+0% +$106 0.13% 135
2025
Q2 		$261K Hold
5,427
– – 0.12% 150
2025
Q1 		$263K Buy
5,427
+103
+2% +$5.13K 0.13% 137
2024
Q4 		$260K Buy
5,324
+335
+7% +$18.2K 0.13% 136
2024
Q3 		$310K Sell
4,989
-280
-5% -$15.5K 0.15% 125
2024
Q2 		$301K Buy
5,269
+635
+14% +$36.9K 0.23% 90
2024
Q1 		$267K Buy
4,634
+150
+3% +$8.98K 0.28% 95
2023
Q4 		$306K Buy
4,484
+450
+11% +$27.2K 0.34% 90
2023
Q3 		$229K Buy
4,034
+404
+11% +$23.6K 0.27% 105
2023
Q2 		$217K Buy
3,630
+50
+1% +$2.98K 0.24% 114
2023
Q1 		$227K Buy
+3,580
New +$231K 0.26% 114

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redwood Wealth Management Group's BHP Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of BHP (BHP) in Q2 2026, closing a stake of 5,886 shares — an estimated $428K sold.

Redwood Wealth Management Group first reported a position in BHP in Q1 2023 and held it in 13 quarters. The position peaked at $428K in Q1 2026. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 5,886 BHP shares in Q2 2026, an estimated $428K.
  • Redwood Wealth Management Group first reported a position in BHP in Q1 2023 and held it in 13 quarters.
  • Redwood Wealth Management Group's BHP position peaked at $428K in Q1 2026.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.