Roberts, Glore & Co’s BHP BHP Stock Holding History

Roberts, Glore & Co’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	$348K	Sell	4,175 -55	-1%	-$4.57K	0.09%	178
2026 Q1	$308K	Sell	4,230 -35	-0.8%	-$2.47K	0.08%	171
2025 Q4	$257K	Sell	4,265 -50	-1%	-$2.84K	0.07%	190
2025 Q3	$241K	Hold	4,315	–	–	0.07%	193
2025 Q2	$208K	Sell	4,315 -80	-2%	-$3.85K	0.06%	198
2025 Q1	$213K	Buy	4,395 +150	+4%	+$7.47K	0.07%	191
2024 Q4	$207K	Hold	4,245	–	–	0.06%	198
2024 Q3	$264K	Hold	4,245	–	–	0.08%	183
2024 Q2	$242K	Sell	4,245 -95	-2%	-$5.52K	0.07%	181
2024 Q1	$250K	Buy	4,340 +245	+6%	+$14.7K	0.08%	182
2023 Q4	$280K	Hold	4,095	–	–	0.09%	171
2023 Q3	$233K	Hold	4,095	–	–	0.08%	178
2023 Q2	$244K	Sell	4,095 -170	-4%	-$10.1K	0.08%	176
2023 Q1	$270K	Hold	4,265	–	–	0.09%	160
2022 Q4	$265K	Hold	4,265	–	–	0.09%	156
2022 Q3	$213K	Sell	4,265 -120	-3%	-$6.35K	0.08%	174
2022 Q2	$246K	Sell	4,385 -267	-6%	-$16.6K	0.08%	161
2022 Q1	$321K	Buy	+4,652	New	+$283K	0.09%	159

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roberts, Glore & Co's BHP Position: Q2 2026 in Review

Roberts, Glore & Co reduced its BHP (BHP) stake by 1.3% in Q2 2026, selling an estimated $4.57K and leaving 4,175 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #178.

Roberts, Glore & Co first reported a position in BHP in Q1 2022 and has held it in 18 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Roberts, Glore & Co held 4,175 shares of BHP worth $348K as of Q2 2026.
Roberts, Glore & Co sold 55 BHP shares in Q2 2026, an estimated $4.57K.
BHP made up 0.09% of Roberts, Glore & Co's portfolio in Q2 2026, its #178 holding.
Roberts, Glore & Co first reported a position in BHP in Q1 2022 and has held it in 18 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.