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True Wealth Design’s BP BP Stock Holding History

True Wealth Design’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7K Sell
560
-100
-15% -$4.39K ﹤0.01% 791
2026
Q1 		$31K Buy
660
+349
+112% +$13.7K 0.01% 546
2025
Q4 		$10.8K Buy
311
+3
+1% +$105 ﹤0.01% 831
2025
Q3 		$10.6K Buy
308
+162
+111% +$5.43K ﹤0.01% 808
2025
Q2 		$4.37K Sell
146
-28
-16% -$821 ﹤0.01% 865
2025
Q1 		$5.88K Buy
174
+36
+26% +$1.18K ﹤0.01% 633
2024
Q4 		$4.08K Sell
138
-32
-19% -$961 ﹤0.01% 568
2024
Q3 		$5.34K Sell
170
-16
-9% -$541 ﹤0.01% 540
2024
Q2 		$6.71K Buy
186
+40
+27% +$1.5K ﹤0.01% 260
2024
Q1 		$5.5K Buy
146
+68
+87% +$2.44K ﹤0.01% 274
2023
Q4 		$2.76K Buy
78
+2
+3% +$73 ﹤0.01% 292
2023
Q3 		$2.94K Buy
76
+1
+1% +$37 ﹤0.01% 247
2023
Q2 		$2.65K Hold
75
– – ﹤0.01% 261
2023
Q1 		$2.85K Buy
75
+2
+3% +$75 ﹤0.01% 309
2022
Q4 		$2.55K Buy
+73
New +$2.43K ﹤0.01% 285

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

True Wealth Design reduced its BP (BP) stake by 15% in Q2 2026, selling an estimated $4.39K and leaving 560 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

True Wealth Design first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $31K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • True Wealth Design held 560 shares of BP worth $20.7K as of Q2 2026.
  • True Wealth Design sold 100 BP shares in Q2 2026, an estimated $4.39K.
  • BP made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #791 holding.
  • True Wealth Design first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's BP position peaked at $31K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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