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Stratos Wealth Advisors’s BHP BHP Stock Holding History

Stratos Wealth Advisors’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
Q4 		– Sell
-16,860
Closed -$940K – 659
2025
Q3 		$940K Buy
16,860
+847
+5% +$45.1K 0.05% 325
2025
Q2 		$770K Buy
+16,013
New +$770K 0.04% 355
2024
Q4 		– Sell
-44,271
Closed -$2.75M – 720
2024
Q3 		$2.75M Buy
44,271
+18,963
+75% +$1.05M 0.13% 177
2024
Q2 		$1.44M Buy
25,308
+787
+3% +$45.7K 0.07% 265
2024
Q1 		$1.41M Buy
+24,521
New +$1.47M 0.08% 257
2023
Q1 		– Sell
-30,112
Closed -$1.87M – 600
2022
Q4 		$1.87M Buy
30,112
+2,386
+9% +$134K 0.16% 183
2022
Q3 		$1.39M Buy
27,726
+8,313
+43% +$440K 0.15% 192
2022
Q2 		$1.09M Buy
19,413
+1,059
+6% +$65.8K 0.1% 259
2022
Q1 		$1.26M Buy
18,354
+3,143
+21% +$191K 0.1% 234
2021
Q4 		$819K Buy
+15,211
New +$761K 0.06% 312

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stratos Wealth Advisors's BHP Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of BHP (BHP) in Q4 2025, closing a stake of 16,860 shares — an estimated $940K sold.

Stratos Wealth Advisors first reported a position in BHP in Q4 2021 and held it in 10 quarters. The position peaked at $2.75M in Q3 2024. 682 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 16,860 BHP shares in Q4 2025, an estimated $940K.
  • Stratos Wealth Advisors first reported a position in BHP in Q4 2021 and held it in 10 quarters.
  • Stratos Wealth Advisors's BHP position peaked at $2.75M in Q3 2024.
  • 682 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.