Stratos Wealth Partners’s BHP BHP Stock Holding History

Stratos 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	$1.44M	Sell	19,741 -46	-0.2%	-$3.25K	0.02%	668
2025 Q4	$1.19M	Buy	19,787 +508	+3%	+$28.9K	0.01%	708
2025 Q3	$1.07M	Buy	19,279 +240	+1%	+$12.8K	0.01%	725
2025 Q2	$916K	Buy	19,039 +1,638	+9%	+$78.7K	0.01%	717
2025 Q1	$845K	Sell	17,401 -639	-4%	-$31.8K	0.01%	724
2024 Q4	$881K	Sell	18,040 -478	-3%	-$26K	0.01%	739
2024 Q3	$1.15M	Buy	18,518 +2,327	+14%	+$129K	0.02%	626
2024 Q2	$924K	Buy	16,191 +11,409	+239%	+$663K	0.01%	678
2024 Q1	$276K	Sell	4,782 -239	-5%	-$14.3K	﹤0.01%	1137
2023 Q4	$343K	Buy	5,021 +297	+6%	+$17.9K	0.01%	1017
2023 Q3	$269K	Buy	4,724 +633	+15%	+$37K	0.01%	1066
2023 Q2	$244K	Buy	4,091 +310	+8%	+$18.5K	0.01%	1031
2023 Q1	$240K	Sell	3,781 -239	-6%	-$15.4K	0.01%	963
2022 Q4	$249K	Buy	+4,020	New	+$226K	0.01%	962
2022 Q3	–	Sell	-3,779	Closed	-$212K	–	1127
2022 Q2	$212K	Buy	3,779 +549	+17%	+$34.1K	0.01%	1063
2022 Q1	$223K	Buy	+3,230	New	+$196K	0.01%	1124
2018 Q2	–	Sell	-1,462	Closed	-$58K	–	1125
2018 Q1	$58K	Sell	1,462 -35	-2%	-$1.47K	﹤0.01%	1489
2017 Q4	$61K	Buy	+1,497	New	+$56.4K	﹤0.01%	1417

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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 New York $5.7T 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 New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return