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 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

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

True Wealth Design's BHP Position: Q2 2026 in Review

True Wealth Design increased its BHP (BHP) stake by 0.28% in Q2 2026, buying an estimated $249 and bringing the position to 1,092 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #280.

True Wealth Design first reported a position in BHP in Q4 2022 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

True Wealth Design held 1,092 shares of BHP worth $91K as of Q2 2026.
True Wealth Design bought 3 BHP shares in Q2 2026, an estimated $249.
BHP made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #280 holding.
True Wealth Design first reported a position in BHP in Q4 2022 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.