Ritholtz Wealth Management
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Ritholtz Wealth Management’s BHP BHP Stock Holding History

Ritholtz Wealth Management’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 		$4.8M Buy
56,550
+369
+0.7% +$32.2K 0.07% 201
2026
Q2 		$4.68M Buy
56,181
+4,460
+9% +$370K 0.07% 198
2026
Q1 		$3.76M Buy
51,721
+10,958
+27% +$774K 0.07% 224
2025
Q4 		$2.46M Buy
40,763
+2,290
+6% +$130K 0.04% 299
2025
Q3 		$2.14M Buy
38,473
+15,393
+67% +$819K 0.04% 314
2025
Q2 		$1.11M Sell
23,080
-11,447
-33% -$550K 0.02% 426
2025
Q1 		$1.68M Sell
34,527
-33,803
-49% -$1.68M 0.05% 284
2024
Q4 		$3.34M Buy
68,330
+6,673
+11% +$363K 0.1% 131
2024
Q3 		$3.83M Buy
61,657
+9,063
+17% +$501K 0.12% 115
2024
Q2 		$3M Buy
52,594
+1,212
+2% +$70.4K 0.1% 139
2024
Q1 		$2.96M Buy
51,382
+14,197
+38% +$850K 0.1% 135
2023
Q4 		$2.54M Buy
37,185
+6,926
+23% +$418K 0.1% 129
2023
Q3 		$1.72M Buy
30,259
+467
+2% +$27.3K 0.08% 169
2023
Q2 		$1.78M Buy
29,792
+5,557
+23% +$331K 0.08% 161
2023
Q1 		$1.54M Buy
24,235
+752
+3% +$48.5K 0.08% 168
2022
Q4 		$1.46M Buy
23,483
+5,979
+34% +$336K 0.08% 173
2022
Q3 		$876K Sell
17,504
-2,777
-14% -$147K 0.05% 273
2022
Q2 		$1.14M Sell
20,281
-5,381
-21% -$334K 0.07% 161
2022
Q1 		$1.77M Buy
25,662
+6,969
+37% +$423K 0.12% 103
2021
Q4 		$1.01M Buy
18,693
+5,476
+41% +$274K 0.06% 170
2021
Q3 		$631K Sell
13,217
-1,573
-11% -$96.1K 0.04% 220
2021
Q2 		$961K Buy
14,790
+1,048
+8% +$69.3K 0.07% 145
2021
Q1 		$851K Buy
13,742
+5,097
+59% +$328K 0.07% 132
2020
Q4 		$504K Buy
8,645
+548
+7% +$27.5K 0.05% 164
2020
Q3 		$374K Buy
8,097
+1,799
+29% +$86.6K 0.04% 170
2020
Q2 		$279K Buy
+6,298
New +$247K 0.04% 188

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

Ritholtz Wealth Management's BHP Position: Q3 2026 in Review

Ritholtz Wealth Management increased its BHP (BHP) stake by 0.66% in Q3 2026, buying an estimated $32.2K and bringing the position to 56,550 shares worth $4.8M. The position accounts for 0.07% of the portfolio, ranked #201.

Ritholtz Wealth Management first reported a position in BHP in Q2 2020 and has held it in 26 quarters since. 718 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Ritholtz Wealth Management held 56,550 shares of BHP worth $4.8M as of Q3 2026.
  • Ritholtz Wealth Management bought 369 BHP shares in Q3 2026, an estimated $32.2K.
  • BHP made up 0.07% of Ritholtz Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Ritholtz Wealth Management first reported a position in BHP in Q2 2020 and has held it in 26 quarters since.
  • 718 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.