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 Q2	$6K	Sell	164 -575	-78%	-$25.2K	﹤0.01%	193
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ulland Investment Advisors's BP Position: Q2 2026 in Review

Ulland Investment Advisors reduced its BP (BP) stake by 78% in Q2 2026, selling an estimated $25.2K and leaving 164 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Ulland Investment Advisors first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $35K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Ulland Investment Advisors held 164 shares of BP worth $6K as of Q2 2026.
Ulland Investment Advisors sold 575 BP shares in Q2 2026, an estimated $25.2K.
BP made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #193 holding.
Ulland Investment Advisors first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's BP position peaked at $35K in Q1 2026.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.