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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
Q2 		$511K Sell
13,834
-1,804
-12% -$79.2K 0.01% 517
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 $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

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

Sagespring Wealth Partners reduced its BP (BP) stake by 12% in Q2 2026, selling an estimated $79.2K and leaving 13,834 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #517.

Sagespring Wealth Partners first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Sagespring Wealth Partners held 13,834 shares of BP worth $511K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,804 BP shares in Q2 2026, an estimated $79.2K.
  • BP made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Sagespring Wealth Partners first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's BP position peaked at $735K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.