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Sequoia Financial Advisors’s BHP BHP Stock Holding History

Sequoia Financial Advisors’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 		$4.6M Buy
55,237
+2,227
+4% +$185K 0.02% 367
2026
Q1 		$3.86M Buy
53,010
+3,619
+7% +$256K 0.02% 385
2025
Q4 		$2.98M Buy
49,391
+102
+0.2% +$5.8K 0.02% 452
2025
Q3 		$2.75M Buy
49,289
+14,156
+40% +$753K 0.02% 439
2025
Q2 		$1.69M Buy
35,133
+4,516
+15% +$217K 0.01% 513
2025
Q1 		$1.49M Sell
30,617
-7,750
-20% -$386K 0.01% 507
2024
Q4 		$1.87M Buy
38,367
+360
+0.9% +$19.6K 0.02% 421
2024
Q3 		$2.37M Buy
38,007
+10,507
+38% +$580K 0.03% 344
2024
Q2 		$1.57M Buy
27,500
+202
+0.7% +$11.7K 0.02% 380
2024
Q1 		$1.57M Sell
27,298
-22,777
-45% -$1.36M 0.02% 373
2023
Q4 		$3.42M Buy
50,075
+25,670
+105% +$1.55M 0.04% 257
2023
Q3 		$1.39M Sell
24,405
-514
-2% -$30K 0.02% 280
2023
Q2 		$1.49M Buy
24,919
+7,154
+40% +$427K 0.03% 278
2023
Q1 		$1.13M Buy
17,765
+1,899
+12% +$122K 0.03% 291
2022
Q4 		$984K Buy
15,866
+4,585
+41% +$258K 0.02% 294
2022
Q3 		$565K Sell
11,281
-4,261
-27% -$226K 0.02% 276
2022
Q2 		$873K Buy
15,542
+34
+0.2% +$2.11K 0.02% 250
2022
Q1 		$1.07M Buy
15,508
+8,078
+109% +$491K 0.03% 251
2021
Q4 		$400K Buy
7,430
+2,990
+67% +$150K 0.01% 376
2021
Q3 		$212K Sell
4,440
-3,380
-43% -$206K 0.02% 242
2021
Q2 		$508K Buy
7,820
+206
+3% +$13.6K 0.02% 278
2021
Q1 		$471K Buy
7,614
+3,565
+88% +$229K 0.02% 265
2020
Q4 		$236K Buy
+4,049
New +$203K 0.01% 360

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

Sequoia Financial Advisors's BHP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its BHP (BHP) stake by 4.2% in Q2 2026, buying an estimated $185K and bringing the position to 55,237 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #367.

Sequoia Financial Advisors first reported a position in BHP in Q4 2020 and has held it in 23 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Sequoia Financial Advisors held 55,237 shares of BHP worth $4.6M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,227 BHP shares in Q2 2026, an estimated $185K.
  • BHP made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #367 holding.
  • Sequoia Financial Advisors first reported a position in BHP in Q4 2020 and has held it in 23 quarters since.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.