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 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 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

Redwood Wealth Management Group's BHP Position: Q1 2026 in Review

Redwood Wealth Management Group increased its BHP (BHP) stake by 0.98% in Q1 2026, buying an estimated $4.03K and bringing the position to 5,886 shares worth $428K. The position accounts for 0.18% of the portfolio, ranked #100.

Redwood Wealth Management Group first reported a position in BHP in Q1 2023 and has held it in 13 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Redwood Wealth Management Group held 5,886 shares of BHP worth $428K as of Q1 2026.
Redwood Wealth Management Group bought 57 BHP shares in Q1 2026, an estimated $4.03K.
BHP made up 0.18% of Redwood Wealth Management Group's portfolio in Q1 2026, its #100 holding.
Redwood Wealth Management Group first reported a position in BHP in Q1 2023 and has held it in 13 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.