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Steph & Co’s BHP BHP Stock Holding History

Steph & 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
2025
Q4 		– Sell
-463
Closed -$25.8K – 312
2025
Q3 		$25.8K Sell
463
-4,221
-90% -$225K 0.01% 233
2025
Q2 		$225K Sell
4,684
-56
-1% -$2.69K 0.07% 93
2025
Q1 		$230K Sell
4,740
-231
-5% -$11.5K 0.08% 98
2024
Q4 		$243K Sell
4,971
-123
-2% -$6.69K 0.08% 97
2024
Q3 		$316K Sell
5,094
-1,143
-18% -$63.1K 0.1% 87
2024
Q2 		$356K Buy
6,237
+186
+3% +$10.8K 0.12% 73
2024
Q1 		$349K Buy
6,051
+42
+0.7% +$2.51K 0.12% 80
2023
Q4 		$410K Buy
6,009
+127
+2% +$7.67K 0.2% 61
2023
Q3 		$335K Buy
5,882
+231
+4% +$13.5K 0.19% 73
2023
Q2 		$337K Sell
5,651
-24
-0.4% -$1.43K 0.18% 71
2023
Q1 		$360K Buy
5,675
+8
+0.1% +$516 0.22% 65
2022
Q4 		$352K Buy
5,667
+390
+7% +$21.9K 0.22% 65
2022
Q3 		$264K Buy
5,277
+806
+18% +$42.7K 0.18% 70
2022
Q2 		$251K Buy
4,471
+407
+10% +$25.3K 0.15% 76
2022
Q1 		$280K Buy
4,064
+580
+17% +$35.2K 0.17% 71
2021
Q4 		$188K Buy
3,484
+597
+21% +$29.9K 0.11% 104
2021
Q3 		$138K Sell
2,887
-1,859
-39% -$114K 0.09% 119
2021
Q2 		$308K Buy
4,746
+282
+6% +$18.6K 0.2% 61
2021
Q1 		$276K Buy
4,464
+81
+2% +$5.21K 0.19% 65
2020
Q4 		$255K Buy
4,383
+1,097
+33% +$55K 0.19% 58
2020
Q3 		$152K Sell
3,286
-112
-3% -$5.39K 0.14% 90
2020
Q2 		$151K Sell
3,398
-264
-7% -$10.3K 0.15% 80
2020
Q1 		$120K Sell
3,662
-559
-13% -$23.3K 0.14% 90
2019
Q4 		$206K Buy
+4,221
New +$192K 0.18% 72

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Steph & Co's BHP Position: Q4 2025 in Review

Steph & Co sold out of BHP (BHP) in Q4 2025, closing a stake of 463 shares — an estimated $25.8K sold.

Steph & Co first reported a position in BHP in Q4 2019 and held it in 24 quarters. The position peaked at $410K in Q4 2023. 683 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Steph & Co reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Steph & Co sold 463 BHP shares in Q4 2025, an estimated $25.8K.
  • Steph & Co first reported a position in BHP in Q4 2019 and held it in 24 quarters.
  • Steph & Co's BHP position peaked at $410K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.