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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return