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 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

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