Ulland Investment Advisors’s BP BP Stock Holding History

Ulland Investment Advisors’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 Q1	$35K	Hold	739	–	–	0.03%	133
2025 Q4	$26K	Hold	739	–	–	0.02%	140
2025 Q3	$25K	Buy	739 +164	+29%	+$5.49K	0.02%	144
2025 Q2	$17K	Hold	575	–	–	0.01%	156
2025 Q1	$19K	Hold	575	–	–	0.02%	151
2024 Q4	$17K	Hold	575	–	–	0.01%	153
2024 Q3	$18K	Hold	575	–	–	0.01%	146
2024 Q2	$21K	Hold	575	–	–	0.01%	139
2024 Q1	$22K	Hold	575	–	–	0.02%	140
2023 Q4	$20K	Hold	575	–	–	0.02%	136
2023 Q3	$22K	Hold	575	–	–	0.02%	135
2023 Q2	$20K	Hold	575	–	–	0.02%	140
2023 Q1	$22K	Hold	575	–	–	0.03%	127
2022 Q4	$20K	Hold	575	–	–	0.02%	132
2022 Q3	$16K	Hold	575	–	–	0.02%	140
2022 Q2	$16K	Hold	575	–	–	0.02%	152
2022 Q1	$17K	Hold	575	–	–	0.01%	162
2021 Q4	$15K	Buy	+575	New	+$15.9K	0.01%	158

Other funds holding BP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return