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Rise Advisors’s BHP BHP Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-1
Closed -$60 – 256
2025
Q3 		$60 Hold
1
– – ﹤0.01% 1498
2025
Q2 		$50 Hold
1
– – ﹤0.01% 1515
2025
Q1 		$51 Sell
1
-533
-100% -$26.5K ﹤0.01% 1474
2024
Q4 		$26.1K Buy
534
+13
+2% +$707 0.01% 476
2024
Q3 		$32.4K Hold
521
– – 0.02% 381
2024
Q2 		$29.8K Buy
521
+12
+2% +$697 0.02% 379
2024
Q1 		$29.4K Buy
+509
New +$30.5K 0.02% 392

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rise Advisors's BHP Position: Q4 2025 in Review

Rise Advisors sold out of BHP (BHP) in Q4 2025, closing a stake of 1 share — an estimated $60 sold.

Rise Advisors first reported a position in BHP in Q1 2024 and held it in 7 quarters. The position peaked at $32.4K in Q3 2024. 681 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Rise Advisors reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1 BHP share in Q4 2025, an estimated $60.
  • Rise Advisors first reported a position in BHP in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's BHP position peaked at $32.4K in Q3 2024.
  • 681 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.