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Strategic Wealth Partners’s BP BP Stock Holding History

Strategic Wealth Partners’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 		$45K Sell
1,218
-453
-27% -$19.9K ﹤0.01% 550
2026
Q1 		$78.5K Hold
1,671
– – 0.01% 434
2025
Q4 		$58K Buy
1,671
+1,478
+766% +$51.9K ﹤0.01% 499
2025
Q3 		$6.66K Sell
193
-29
-13% -$971 ﹤0.01% 985
2025
Q2 		$6.65K Buy
+222
New +$6.51K ﹤0.01% 859
2019
Q2 		– Sell
-64
Closed -$3K – 740
2019
Q1 		$3K Buy
+64
New +$2.62K ﹤0.01% 692

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

Strategic Wealth Partners's BP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its BP (BP) stake by 27% in Q2 2026, selling an estimated $19.9K and leaving 1,218 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Strategic Wealth Partners first reported a position in BP in Q1 2019 and has held it in 6 quarters since. The position peaked at $78.5K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Strategic Wealth Partners held 1,218 shares of BP worth $45K as of Q2 2026.
  • Strategic Wealth Partners sold 453 BP shares in Q2 2026, an estimated $19.9K.
  • BP made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #550 holding.
  • Strategic Wealth Partners first reported a position in BP in Q1 2019 and has held it in 6 quarters since.
  • Strategic Wealth Partners's BP position peaked at $78.5K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.