Savant Capital’s BHP BHP Stock Holding History

Savant Capital’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	$1.33M	Buy	18,233 +3,202	+21%	+$226K	0.01%	534
2025 Q4	$907K	Buy	15,031 +1,864	+14%	+$106K	0.01%	619
2025 Q3	$734K	Buy	13,167 +1,018	+8%	+$54.2K	﹤0.01%	664
2025 Q2	$584K	Buy	12,149 +4,658	+62%	+$224K	﹤0.01%	697
2025 Q1	$364K	Buy	7,491 +469	+7%	+$23.4K	﹤0.01%	765
2024 Q4	$343K	Sell	7,022 -229	-3%	-$12.4K	﹤0.01%	1042
2024 Q3	$450K	Buy	7,251 +3,202	+79%	+$177K	﹤0.01%	915
2024 Q2	$231K	Sell	4,049 -487	-11%	-$28.3K	﹤0.01%	1081
2024 Q1	$262K	Buy	4,536 +504	+13%	+$30.2K	﹤0.01%	944
2023 Q4	$275K	Buy	+4,032	New	+$243K	﹤0.01%	728
2022 Q3	–	Sell	-4,550	Closed	-$256K	–	550
2022 Q2	$256K	Sell	4,550 -478	-10%	-$29.7K	0.01%	465
2022 Q1	$346K	Sell	5,028 -2	-0%	-$122	0.01%	424
2021 Q4	$271K	Buy	5,030 +256	+5%	+$12.8K	0.01%	464
2021 Q3	$228K	Buy	+4,774	New	+$292K	0.01%	475

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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 New York $5.7T 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 New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return