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RWA Wealth Partners’s BHP BHP Stock Holding History

RWA Wealth 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
Q1 		$316K Hold
4,350
– – ﹤0.01% 529
2025
Q4 		$263K Hold
4,350
– – ﹤0.01% 550
2025
Q3 		$243K Sell
4,350
-200
-4% -$10.6K ﹤0.01% 567
2025
Q2 		$219K Buy
4,550
+200
+5% +$9.61K ﹤0.01% 563
2025
Q1 		$211K Hold
4,350
– – ﹤0.01% 526
2024
Q4 		$212K Hold
4,350
– – ﹤0.01% 535
2024
Q3 		$270K Hold
4,350
– – ﹤0.01% 494
2024
Q2 		$248K Hold
4,350
– – ﹤0.01% 488
2024
Q1 		$251K Hold
4,350
– – ﹤0.01% 488
2023
Q4 		$297K Buy
+4,350
New +$263K ﹤0.01% 440
2018
Q3 		– Sell
-168
Closed -$8K – 280
2018
Q2 		$8K Hold
168
– – ﹤0.01% 631
2018
Q1 		$7K Buy
+168
New +$7.07K ﹤0.01% 466

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T 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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RWA Wealth Partners's BHP Position: Q1 2026 in Review

RWA Wealth Partners held its BHP (BHP) position steady in Q1 2026 at 4,350 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

RWA Wealth Partners first reported a position in BHP in Q1 2018 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • RWA Wealth Partners held 4,350 shares of BHP worth $316K as of Q1 2026.
  • RWA Wealth Partners left its BHP share count unchanged in Q1 2026.
  • BHP made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #529 holding.
  • RWA Wealth Partners first reported a position in BHP in Q1 2018 and has held it in 12 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.