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Savvy Advisors Inc’s BHP BHP Stock Holding History

Savvy Advisors Inc’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
Q2 		$336K Buy
+4,034
New +$335K 0.01% 942
2025
Q3 		– Sell
-4,781
Closed -$230K – 822
2025
Q2 		$230K Buy
+4,781
New +$230K 0.02% 558

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Savvy Advisors Inc's BHP Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in BHP (BHP) in Q2 2026: 4,034 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in BHP as recently as Q2 2025.

Savvy Advisors Inc first reported a position in BHP in Q2 2025 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Savvy Advisors Inc held 4,034 shares of BHP worth $336K as of Q2 2026.
  • BHP was a new Savvy Advisors Inc position in Q2 2026.
  • BHP made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #942 holding.
  • Savvy Advisors Inc first reported a position in BHP in Q2 2025 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.