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Simplicity Wealth’s BHP BHP Stock Holding History

Simplicity Wealth’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 		$276K Buy
+3,316
New +$275K 0.01% 868
2024
Q3 		– Sell
-4,888
Closed -$279K – 554
2024
Q2 		$279K Sell
4,888
-255
-5% -$14.8K 0.01% 977
2024
Q1 		$297K Buy
+5,143
New +$308K 0.01% 924

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

Simplicity Wealth's BHP Position: Q2 2026 in Review

Simplicity Wealth opened a new position in BHP (BHP) in Q2 2026: 3,316 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in BHP as recently as Q2 2024.

Simplicity Wealth first reported a position in BHP in Q1 2024 and has held it in 3 quarters since. The position peaked at $297K in Q1 2024. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Simplicity Wealth held 3,316 shares of BHP worth $276K as of Q2 2026.
  • BHP was a new Simplicity Wealth position in Q2 2026.
  • BHP made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #868 holding.
  • Simplicity Wealth first reported a position in BHP in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's BHP position peaked at $297K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.