Straight Path Wealth Management’s BP BP Stock Holding History

Straight Path 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	$554K	Hold	15,000	–	–	0.13%	69
2026 Q1	$705K	Hold	15,000	–	–	0.19%	49
2025 Q4	$521K	Buy	15,000 +8,500	+131%	+$298K	0.14%	64
2025 Q3	$4.37M	Sell	6,500 -8,540	-57%	-$286K	1.18%	14
2025 Q2	$450K	Hold	15,040	–	–	0.15%	62
2025 Q1	$508K	Hold	15,040	–	–	0.21%	46
2024 Q4	$445K	Sell	15,040 -102	-0.7%	-$3.06K	0.18%	55
2024 Q3	$475K	Buy	15,142 +3,000	+25%	+$101K	0.2%	44
2024 Q2	$438K	Buy	12,142 +2,000	+20%	+$74.9K	0.23%	53
2024 Q1	$382K	Hold	10,142	–	–	0.21%	59
2023 Q4	$359K	Hold	10,142	–	–	0.21%	58
2023 Q3	$393K	Hold	10,142	–	–	0.27%	50
2023 Q2	$358K	Buy	10,142 +102	+1%	+$3.77K	0.25%	51
2023 Q1	$381K	Hold	10,040	–	–	0.3%	47
2022 Q4	$351K	Buy	10,040 +40	+0.4%	+$1.33K	0.34%	44
2022 Q3	$286K	Hold	10,000	–	–	0.26%	57
2022 Q2	$284K	Hold	10,000	–	–	0.28%	54
2022 Q1	$294K	Sell	10,000 -2,000	-17%	-$61K	0.25%	50
2021 Q4	$320K	Buy	+12,000	New	+$333K	0.28%	54

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Straight Path Wealth Management's BP Position: Q2 2026 in Review

Straight Path Wealth Management held its BP (BP) position steady in Q2 2026 at 15,000 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #69.

Straight Path Wealth Management first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q3 2025. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Straight Path Wealth Management held 15,000 shares of BP worth $554K as of Q2 2026.
Straight Path Wealth Management left its BP share count unchanged in Q2 2026.
BP made up 0.13% of Straight Path Wealth Management's portfolio in Q2 2026, its #69 holding.
Straight Path Wealth Management first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
Straight Path Wealth Management's BP position peaked at $4.37M in Q3 2025.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.