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RWA Wealth Partners’s BP BP Stock Holding History

RWA Wealth Partners’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.37M Buy
50,529
+2,432
+5% +$95.3K 0.03% 237
2025
Q4 		$1.67M Sell
48,097
-160
-0.3% -$5.61K 0.02% 282
2025
Q3 		$1.66M Sell
48,257
-5,842
-11% -$196K 0.02% 280
2025
Q2 		$1.62M Buy
54,099
+20,660
+62% +$606K 0.02% 270
2025
Q1 		$1.13M Sell
33,439
-3,087
-8% -$101K 0.01% 301
2024
Q4 		$1.08M Sell
36,526
-3,182
-8% -$95.6K 0.01% 311
2024
Q3 		$1.25M Buy
39,708
+279
+0.7% +$9.44K 0.02% 289
2024
Q2 		$1.42M Buy
39,429
+490
+1% +$18.4K 0.02% 266
2024
Q1 		$1.47M Sell
38,939
-1,546
-4% -$55.4K 0.02% 263
2023
Q4 		$1.43M Buy
40,485
+26,917
+198% +$986K 0.02% 256
2023
Q3 		$525K Hold
13,568
– – 0.01% 256
2023
Q2 		$479K Buy
+13,568
New +$502K 0.01% 232
2018
Q3 		– Sell
-728
Closed -$31K – 287
2018
Q2 		$31K Buy
728
+99
+16% +$4.16K ﹤0.01% 477
2018
Q1 		$24K Buy
+629
New +$23.7K ﹤0.01% 397

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

RWA Wealth Partners increased its BP (BP) stake by 5.1% in Q1 2026, buying an estimated $95.3K and bringing the position to 50,529 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #237.

RWA Wealth Partners first reported a position in BP in Q1 2018 and has held it in 14 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • RWA Wealth Partners held 50,529 shares of BP worth $2.37M as of Q1 2026.
  • RWA Wealth Partners bought 2,432 BP shares in Q1 2026, an estimated $95.3K.
  • BP made up 0.03% of RWA Wealth Partners's portfolio in Q1 2026, its #237 holding.
  • RWA Wealth Partners first reported a position in BP in Q1 2018 and has held it in 14 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

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