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Spire Wealth Management’s BP BP Stock Holding History

Spire Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Sell
5,529
-1,213
-18% -$53.2K 0.01% 778
2026
Q1 		$317K Buy
6,742
+428
+7% +$16.8K 0.01% 657
2025
Q4 		$219K Sell
6,314
-1,396
-18% -$49K 0.01% 769
2025
Q3 		$266K Buy
7,710
+1,148
+17% +$38.5K 0.01% 707
2025
Q2 		$196K Sell
6,562
-1,180
-15% -$34.6K 0.01% 769
2025
Q1 		$262K Buy
7,742
+959
+14% +$31.3K 0.01% 757
2024
Q4 		$201K Sell
6,783
-1,068
-14% -$32.1K 0.01% 819
2024
Q3 		$246K Sell
7,851
-576
-7% -$19.5K 0.01% 684
2024
Q2 		$304K Sell
8,427
-2,786
-25% -$104K 0.01% 610
2024
Q1 		$422K Sell
11,213
-700
-6% -$25.1K 0.01% 567
2023
Q4 		$403K Sell
11,913
-235
-2% -$8.61K 0.01% 567
2023
Q3 		$470K Buy
12,148
+4,003
+49% +$149K 0.02% 489
2023
Q2 		$287K Buy
8,145
+182
+2% +$6.74K 0.01% 622
2023
Q1 		$302K Buy
7,963
+4,124
+107% +$154K 0.01% 614
2022
Q4 		$134K Buy
3,839
+230
+6% +$7.65K 0.01% 648
2022
Q3 		$103K Sell
3,609
-8,277
-70% -$246K 0.01% 703
2022
Q2 		$337K Sell
11,886
-6,179
-34% -$189K 0.01% 595
2022
Q1 		$531K Sell
18,065
-7,579
-30% -$231K 0.01% 558
2021
Q4 		$683K Buy
25,644
+2,938
+13% +$81.5K 0.02% 596
2021
Q3 		$621K Sell
22,706
-594
-3% -$14.9K 0.02% 538
2021
Q2 		$616K Sell
23,300
-6,272
-21% -$164K 0.02% 555
2021
Q1 		$575K Buy
+29,572
New +$712K 0.02% 619

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Spire Wealth Management's BP Position: Q2 2026 in Review

Spire Wealth Management reduced its BP (BP) stake by 18% in Q2 2026, selling an estimated $53.2K and leaving 5,529 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #778.

Spire Wealth Management first reported a position in BP in Q1 2021 and has held it in 22 quarters since. The position peaked at $683K in Q4 2021. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Spire Wealth Management held 5,529 shares of BP worth $204K as of Q2 2026.
  • Spire Wealth Management sold 1,213 BP shares in Q2 2026, an estimated $53.2K.
  • BP made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #778 holding.
  • Spire Wealth Management first reported a position in BP in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's BP position peaked at $683K in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.