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Spectrum Wealth Counsel’s BHP BHP Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$1.94K Hold
40
– – ﹤0.01% 286
2024
Q4 		$1.95K Hold
40
– – ﹤0.01% 292
2024
Q3 		$2.48K Buy
+40
New +$2.21K ﹤0.01% 304

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's BHP Position: Q1 2025 in Review

Spectrum Wealth Counsel held its BHP (BHP) position steady in Q1 2025 at 40 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Spectrum Wealth Counsel first reported a position in BHP in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.48K in Q3 2024. 621 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Spectrum Wealth Counsel held 40 shares of BHP worth $1.94K as of Q1 2025.
  • Spectrum Wealth Counsel left its BHP share count unchanged in Q1 2025.
  • BHP made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #286 holding.
  • Spectrum Wealth Counsel first reported a position in BHP in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's BHP position peaked at $2.48K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.