Swan Capital’s BHP BHP Stock Holding History

Swan Capital’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	$2.25K	Hold	27	–	–	﹤0.01%	355
2026 Q1	$1.96K	Hold	27	–	–	﹤0.01%	363
2025 Q4	$1.63K	Hold	27	–	–	﹤0.01%	353
2025 Q3	$1.5K	Sell	27 -10	-27%	-$532	﹤0.01%	343
2025 Q2	$1.78K	Buy	+37	New	+$1.78K	﹤0.01%	334

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swan Capital's BHP Position: Q2 2026 in Review

Swan Capital held its BHP (BHP) position steady in Q2 2026 at 27 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Swan Capital first reported a position in BHP in Q2 2025 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Swan Capital held 27 shares of BHP worth $2.25K as of Q2 2026.
Swan Capital left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #355 holding.
Swan Capital first reported a position in BHP in Q2 2025 and has held it in 5 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.