RIL
BHP icon

Rothschild Investment LLC’s BHP BHP Stock Holding History

Rothschild Investment LLC’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 		$122K Buy
1,468
+90
+7% +$7.47K ﹤0.01% 989
2026
Q1 		$100K Buy
1,378
+409
+42% +$28.9K 0.01% 887
2025
Q4 		$58.5K Sell
969
-52
-5% -$2.96K ﹤0.01% 981
2025
Q3 		$56.9K Buy
1,021
+340
+50% +$18.1K ﹤0.01% 958
2025
Q2 		$32.7K Sell
681
-624
-48% -$30K ﹤0.01% 889
2025
Q1 		$63.3K Buy
1,305
+4
+0.3% +$199 ﹤0.01% 715
2024
Q4 		$63.5K Buy
1,301
+708
+119% +$38.5K ﹤0.01% 735
2024
Q3 		$36.8K Sell
593
-413
-41% -$22.8K ﹤0.01% 853
2024
Q2 		$57.4K Buy
1,006
+704
+233% +$40.9K ﹤0.01% 727
2024
Q1 		$17.4K Sell
302
-324
-52% -$19.4K ﹤0.01% 953
2023
Q4 		$42.8K Buy
+626
New +$37.8K ﹤0.01% 686
2014
Q3 		– Sell
-3,489
Closed -$202K – 487
2014
Q2 		$202K Buy
+3,489
New +$205K 0.03% 392
2014
Q1 		– Sell
-3,489
Closed -$201K – 412
2013
Q4 		$201K Sell
3,489
-709
-17% -$41K 0.03% 387
2013
Q3 		$236K Hold
4,198
– – 0.03% 343
2013
Q2 		$205K Buy
+4,198
New +$233K 0.03% 335

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rothschild Investment LLC's BHP Position: Q2 2026 in Review

Rothschild Investment LLC increased its BHP (BHP) stake by 6.5% in Q2 2026, buying an estimated $7.47K and bringing the position to 1,468 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Rothschild Investment LLC first reported a position in BHP in Q2 2013 and has held it in 15 quarters since. The position peaked at $236K in Q3 2013. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Rothschild Investment LLC held 1,468 shares of BHP worth $122K as of Q2 2026.
  • Rothschild Investment LLC bought 90 BHP shares in Q2 2026, an estimated $7.47K.
  • BHP made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #989 holding.
  • Rothschild Investment LLC first reported a position in BHP in Q2 2013 and has held it in 15 quarters since.
  • Rothschild Investment LLC's BHP position peaked at $236K in Q3 2013.
  • 821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.