SWP
BP icon

Sagespring Wealth Partners’s BP BP Stock Holding History

Sagespring 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 		$735K Buy
15,638
+2,609
+20% +$102K 0.01% 403
2025
Q4 		$452K Sell
13,029
-575
-4% -$20.2K 0.01% 501
2025
Q3 		$469K Buy
13,604
+901
+7% +$30.2K 0.01% 475
2025
Q2 		$380K Sell
12,703
-2,570
-17% -$75.4K 0.01% 510
2025
Q1 		$516K Buy
15,273
+3,874
+34% +$126K 0.01% 380
2024
Q4 		$337K Buy
+11,399
New +$342K 0.01% 445

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

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

Sagespring Wealth Partners increased its BP (BP) stake by 20% in Q1 2026, buying an estimated $102K and bringing the position to 15,638 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #403.

Sagespring Wealth Partners first reported a position in BP in Q4 2024 and has held it in 6 quarters since. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Sagespring Wealth Partners held 15,638 shares of BP worth $735K as of Q1 2026.
  • Sagespring Wealth Partners bought 2,609 BP shares in Q1 2026, an estimated $102K.
  • BP made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #403 holding.
  • Sagespring Wealth Partners first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.