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True Wealth Design’s BHP BHP Stock Holding History

True Wealth Design’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
Q3 		$101K Buy
1,187
+95
+9% +$8.28K 0.02% 276
2026
Q2 		$91K Buy
1,092
+3
+0.3% +$249 0.02% 280
2026
Q1 		$79.2K Buy
1,089
+290
+36% +$20.5K 0.02% 271
2025
Q4 		$48.2K Buy
799
+44
+6% +$2.5K 0.01% 345
2025
Q3 		$42.1K Buy
755
+526
+230% +$28K 0.01% 366
2025
Q2 		$11K Sell
229
-2
-0.9% -$96 ﹤0.01% 545
2025
Q1 		$11.2K Buy
231
+35
+18% +$1.74K ﹤0.01% 442
2024
Q4 		$9.57K Buy
196
+23
+13% +$1.25K ﹤0.01% 430
2024
Q3 		$10.7K Sell
173
-6
-3% -$331 ﹤0.01% 409
2024
Q2 		$10.2K Buy
179
+37
+26% +$2.15K ﹤0.01% 242
2024
Q1 		$8.19K Buy
142
+61
+75% +$3.65K ﹤0.01% 253
2023
Q4 		$5.53K Hold
81
– – ﹤0.01% 260
2023
Q3 		$4.61K Hold
81
– – ﹤0.01% 233
2023
Q2 		$4.83K Hold
81
– – ﹤0.01% 244
2023
Q1 		$5.14K Hold
81
– – ﹤0.01% 275
2022
Q4 		$5.03K Buy
+81
New +$4.55K ﹤0.01% 251

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

True Wealth Design's BHP Position: Q3 2026 in Review

True Wealth Design increased its BHP (BHP) stake by 8.7% in Q3 2026, buying an estimated $8.28K and bringing the position to 1,187 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #276.

True Wealth Design first reported a position in BHP in Q4 2022 and has held it in 16 quarters since. 91 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • True Wealth Design held 1,187 shares of BHP worth $101K as of Q3 2026.
  • True Wealth Design bought 95 BHP shares in Q3 2026, an estimated $8.28K.
  • BHP made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #276 holding.
  • True Wealth Design first reported a position in BHP in Q4 2022 and has held it in 16 quarters since.
  • 91 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.