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Strategic Wealth Partners’s BHP BHP Stock Holding History

Strategic Wealth Partners’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
2026
Q1 		$15.1K Hold
208
– – ﹤0.01% 784
2025
Q4 		$12.6K Sell
208
-1
-0.5% -$57 ﹤0.01% 828
2025
Q3 		$11.6K Hold
209
– – ﹤0.01% 863
2025
Q2 		$10K Buy
+209
New +$10K ﹤0.01% 785
2019
Q3 		– Sell
-102
Closed -$5K – 731
2019
Q2 		$5K Hold
102
– – ﹤0.01% 628
2019
Q1 		$5K Buy
+102
New +$4.65K ﹤0.01% 623

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's BHP Position: Q1 2026 in Review

Strategic Wealth Partners held its BHP (BHP) position steady in Q1 2026 at 208 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Strategic Wealth Partners first reported a position in BHP in Q1 2019 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Strategic Wealth Partners held 208 shares of BHP worth $15.1K as of Q1 2026.
  • Strategic Wealth Partners left its BHP share count unchanged in Q1 2026.
  • BHP made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #784 holding.
  • Strategic Wealth Partners first reported a position in BHP in Q1 2019 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.