Root Financial Partners’s BHP BHP Stock Holding History

Root Financial Partners’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	–	Sell	-978	Closed	-$71.2K	–	739
2026 Q1	$71.2K	Sell	978 -264	-21%	-$18.7K	﹤0.01%	717
2025 Q4	$75K	Buy	1,242 +393	+46%	+$22.3K	﹤0.01%	570
2025 Q3	$47.4K	Buy	+849	New	+$45.2K	﹤0.01%	688

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

Root Financial Partners's BHP Position: Q2 2026 in Review

Root Financial Partners sold out of BHP (BHP) in Q2 2026, closing a stake of 978 shares — an estimated $71.2K sold.

Root Financial Partners first reported a position in BHP in Q3 2025 and held it in 3 quarters. The position peaked at $75K in Q4 2025. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Root Financial Partners reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 978 BHP shares in Q2 2026, an estimated $71.2K.
Root Financial Partners first reported a position in BHP in Q3 2025 and held it in 3 quarters.
Root Financial Partners's BHP position peaked at $75K in Q4 2025.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.