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Stonegate Investment Group’s BHP BHP Stock Holding History

Stonegate Investment Group’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
Q3 		$2.78M Buy
49,897
+1,087
+2% +$57.8K 0.06% 114
2025
Q2 		$2.35M Buy
48,810
+14,964
+44% +$719K 0.06% 125
2025
Q1 		$1.64M Sell
33,846
-173
-0.5% -$8.61K 0.04% 128
2024
Q4 		$1.66M Sell
34,019
-1,991
-6% -$108K 0.04% 124
2024
Q3 		$2.24M Buy
36,010
+84
+0.2% +$4.64K 0.06% 119
2024
Q2 		$2.05M Buy
35,926
+1,093
+3% +$63.5K 0.06% 116
2024
Q1 		$2.01M Buy
34,833
+469
+1% +$28.1K 0.06% 117
2023
Q4 		$2.35M Sell
34,364
-526
-2% -$31.7K 0.08% 104
2023
Q3 		$1.98M Sell
34,890
-4,885
-12% -$286K 0.07% 105
2023
Q2 		$2.37M Sell
39,775
-729
-2% -$43.5K 0.08% 98
2023
Q1 		$2.57M Sell
40,504
-578
-1% -$37.3K 0.1% 95
2022
Q4 		$2.55M Sell
41,082
-54
-0.1% -$3.04K 0.11% 89
2022
Q3 		$2.06M Buy
41,136
+841
+2% +$44.5K 0.09% 100
2022
Q2 		$2.26M Sell
40,295
-3,477
-8% -$216K 0.1% 103
2022
Q1 		$3.02M Sell
43,772
-117
-0.3% -$7.11K 0.1% 79
2021
Q4 		$2.36M Buy
+43,889
New +$2.2M 0.1% 96

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stonegate Investment Group's BHP Position: Q3 2025 in Review

Stonegate Investment Group increased its BHP (BHP) stake by 2.2% in Q3 2025, buying an estimated $57.8K and bringing the position to 49,897 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #114.

Stonegate Investment Group first reported a position in BHP in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.02M in Q1 2022. 628 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

  • Stonegate Investment Group held 49,897 shares of BHP worth $2.78M as of Q3 2025.
  • Stonegate Investment Group bought 1,087 BHP shares in Q3 2025, an estimated $57.8K.
  • BHP made up 0.06% of Stonegate Investment Group's portfolio in Q3 2025, its #114 holding.
  • Stonegate Investment Group first reported a position in BHP in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's BHP position peaked at $3.02M in Q1 2022.
  • 628 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.