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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
Q2 		$1.87M Buy
50,603
+74
+0.1% +$3.25K 0.02% 274
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RWA Wealth Partners's BP Position: Q2 2026 in Review

RWA Wealth Partners increased its BP (BP) stake by 0.15% in Q2 2026, buying an estimated $3.25K and bringing the position to 50,603 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #274.

RWA Wealth Partners first reported a position in BP in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.37M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • RWA Wealth Partners held 50,603 shares of BP worth $1.87M as of Q2 2026.
  • RWA Wealth Partners bought 74 BP shares in Q2 2026, an estimated $3.25K.
  • BP made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • RWA Wealth Partners first reported a position in BP in Q1 2018 and has held it in 15 quarters since.
  • RWA Wealth Partners's BP position peaked at $2.37M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.