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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Strategic Wealth Partners held its BP (BP) position steady in Q1 2026 at 1,671 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #434.

Strategic Wealth Partners first reported a position in BP in Q1 2019 and has held it in 5 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Strategic Wealth Partners held 1,671 shares of BP worth $78.5K as of Q1 2026.
  • Strategic Wealth Partners left its BP share count unchanged in Q1 2026.
  • BP made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #434 holding.
  • Strategic Wealth Partners first reported a position in BP in Q1 2019 and has held it in 5 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

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