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Schubert & Co’s BHP BHP Stock Holding History

Schubert & Co’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 		$217K Buy
+2,605
New +$216K 0.15% 80
2023
Q2 		– Sell
-501
Closed -$31.8K – 208
2023
Q1 		$31.8K Buy
501
+8
+2% +$516 0.03% 97
2022
Q4 		$30.6K Sell
493
-15
-3% -$844 0.03% 85
2022
Q3 		$25K Buy
508
+51
+11% +$2.7K 0.02% 92
2022
Q2 		$26K Buy
+457
New +$28.4K 0.02% 93

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

Schubert & Co's BHP Position: Q2 2026 in Review

Schubert & Co opened a new position in BHP (BHP) in Q2 2026: 2,605 shares worth $217K. The stake represents 0.15% of the portfolio and ranks #80 among its holdings. This is a return to the name: Schubert & Co previously reported a position in BHP as recently as Q1 2023.

Schubert & Co first reported a position in BHP in Q2 2022 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Schubert & Co held 2,605 shares of BHP worth $217K as of Q2 2026.
  • BHP was a new Schubert & Co position in Q2 2026.
  • BHP made up 0.15% of Schubert & Co's portfolio in Q2 2026, its #80 holding.
  • Schubert & Co first reported a position in BHP in Q2 2022 and has held it in 5 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.