Retirement Wealth Solutions
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Retirement Wealth Solutions’s BHP BHP Stock Holding History

Retirement Wealth Solutions’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
Q3 		$22.5K Sell
265
-5
-2% -$436 0.01% 168
2026
Q2 		$22.5K Buy
270
+2
+0.7% +$166 0.01% 148
2026
Q1 		$19.5K Buy
268
+86
+47% +$6.08K 0.01% 151
2025
Q4 		$11K Sell
182
-44
-19% -$2.5K 0.01% 216
2025
Q3 		$12.6K Buy
+226
New +$12K 0.01% 202
2025
Q1 		– Sell
-116
Closed -$5.63K – 437
2024
Q4 		$5.63K Buy
+116
New +$6.31K ﹤0.01% 279

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Retirement Wealth Solutions's BHP Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its BHP (BHP) stake by 1.9% in Q3 2026, selling an estimated $436 and leaving 265 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #168.

Retirement Wealth Solutions first reported a position in BHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.5K in Q2 2026. 718 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Retirement Wealth Solutions held 265 shares of BHP worth $22.5K as of Q3 2026.
  • Retirement Wealth Solutions sold 5 BHP shares in Q3 2026, an estimated $436.
  • BHP made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #168 holding.
  • Retirement Wealth Solutions first reported a position in BHP in Q4 2024 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's BHP position peaked at $22.5K in Q2 2026.
  • 718 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.