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Summit Trail Advisors’s BHP BHP Stock Holding History

Summit Trail 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
2026
Q2 		$2.2M Buy
26,368
+943
+4% +$78.3K 0.03% 554
2026
Q1 		$1.85M Buy
+25,425
New +$1.8M 0.03% 587
2025
Q4 		– Sell
-4,566
Closed -$255K – 1310
2025
Q3 		$255K Buy
+4,566
New +$243K ﹤0.01% 1242
2024
Q4 		– Sell
-3,709
Closed -$236K – 447
2024
Q3 		$236K Sell
3,709
-310
-8% -$17.1K 0.01% 628
2024
Q2 		$229K Buy
+4,019
New +$234K 0.01% 555
2018
Q1 		– Sell
-3,722
Closed -$165K – 567
2017
Q4 		$165K Buy
+3,722
New +$140K 0.02% 491

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Trail Advisors's BHP Position: Q2 2026 in Review

Summit Trail Advisors increased its BHP (BHP) stake by 3.7% in Q2 2026, buying an estimated $78.3K and bringing the position to 26,368 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #554.

Summit Trail Advisors first reported a position in BHP in Q4 2017 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Summit Trail Advisors held 26,368 shares of BHP worth $2.2M as of Q2 2026.
  • Summit Trail Advisors bought 943 BHP shares in Q2 2026, an estimated $78.3K.
  • BHP made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #554 holding.
  • Summit Trail Advisors first reported a position in BHP in Q4 2017 and has held it in 6 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.