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Retirement Planning Company of New England’s BHP BHP Stock Holding History

Retirement Planning Company of New England’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 		$412K Sell
4,943
-220
-4% -$18.3K 0.15% 159
2026
Q1 		$376K Buy
5,163
+81
+2% +$5.72K 0.15% 160
2025
Q4 		$307K Sell
5,082
-85
-2% -$4.83K 0.12% 186
2025
Q3 		$288K Buy
5,167
+74
+1% +$3.94K 0.12% 193
2025
Q2 		$245K Buy
5,093
+636
+14% +$30.6K 0.11% 205
2025
Q1 		$216K Buy
+4,457
New +$222K 0.11% 212
2024
Q4 		– Sell
-3,542
Closed -$220K – 232
2024
Q3 		$220K Buy
+3,542
New +$196K 0.11% 205
2023
Q3 		– Sell
-4,000
Closed -$239K – 209
2023
Q2 		$239K Hold
4,000
– – 0.14% 188
2023
Q1 		$254K Buy
4,000
+58
+1% +$3.74K 0.15% 175
2022
Q4 		$245K Buy
+3,942
New +$222K 0.16% 177
2022
Q3 		– Sell
-3,881
Closed -$218K – 209
2022
Q2 		$218K Sell
3,881
-594
-13% -$36.9K 0.15% 184
2022
Q1 		$308K Buy
4,475
+2,899
+184% +$176K 0.17% 164
2021
Q4 		$84K Buy
+1,576
New +$78.8K 0.04% 329

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return

Retirement Planning Company of New England's BHP Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its BHP (BHP) stake by 4.3% in Q2 2026, selling an estimated $18.3K and leaving 4,943 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #159.

Retirement Planning Company of New England first reported a position in BHP in Q4 2021 and has held it in 13 quarters since. 577 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Retirement Planning Company of New England held 4,943 shares of BHP worth $412K as of Q2 2026.
  • Retirement Planning Company of New England sold 220 BHP shares in Q2 2026, an estimated $18.3K.
  • BHP made up 0.15% of Retirement Planning Company of New England's portfolio in Q2 2026, its #159 holding.
  • Retirement Planning Company of New England first reported a position in BHP in Q4 2021 and has held it in 13 quarters since.
  • 577 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.