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Ruggaard & Associates’s BHP BHP Stock Holding History

Ruggaard & Associates’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
2025
Q2 		– Sell
-4,426
Closed -$215K – 117
2025
Q1 		$215K Sell
4,426
-200
-4% -$9.96K 0.09% 110
2024
Q4 		$226K Sell
4,626
-1,300
-22% -$70.7K 0.1% 104
2024
Q3 		$368K Sell
5,926
-1,400
-19% -$77.3K 0.16% 85
2024
Q2 		$418K Buy
7,326
+736
+11% +$42.8K 0.19% 71
2024
Q1 		$380K Sell
6,590
-50
-0.8% -$2.99K 0.18% 75
2023
Q4 		$454K Hold
6,640
– – 0.24% 60
2023
Q3 		$378K Hold
6,640
– – 0.22% 68
2023
Q2 		$396K Buy
6,640
+100
+2% +$5.96K 0.23% 66
2023
Q1 		$415K Buy
+6,540
New +$422K 0.26% 60

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ruggaard & Associates's BHP Position: Q2 2025 in Review

Ruggaard & Associates sold out of BHP (BHP) in Q2 2025, closing a stake of 4,426 shares — an estimated $215K sold.

Ruggaard & Associates first reported a position in BHP in Q1 2023 and held it in 9 quarters. The position peaked at $454K in Q4 2023. 616 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Ruggaard & Associates reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Ruggaard & Associates sold 4,426 BHP shares in Q2 2025, an estimated $215K.
  • Ruggaard & Associates first reported a position in BHP in Q1 2023 and held it in 9 quarters.
  • Ruggaard & Associates's BHP position peaked at $454K in Q4 2023.
  • 616 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Ruggaard & Associates's 13F filing for Q2 2025, filed 14 Aug 2025.