United Capital Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Sell |
15,962
-284
| -2% | -$20.1K | 0.01% | 701 |
|
|
2025
Q4 | $981K | Buy |
16,246
+2,635
| +19% | +$150K | 0.01% | 738 |
|
|
2025
Q3 | $759K | Buy |
13,611
+1,642
| +14% | +$87.4K | 0.01% | 733 |
|
|
2025
Q2 | $576K | Sell |
11,969
-5,797
| -33% | -$279K | ﹤0.01% | 746 |
|
|
2025
Q1 | $862K | Buy |
17,766
+3,853
| +28% | +$192K | 0.01% | 604 |
|
|
2024
Q4 | $679K | Sell |
13,913
-1,391
| -9% | -$75.6K | 0.01% | 650 |
|
|
2024
Q3 | $951K | Sell |
15,304
-649
| -4% | -$35.8K | 0.01% | 554 |
|
|
2024
Q2 | $911K | Buy |
15,953
+335
| +2% | +$19.5K | 0.01% | 548 |
|
|
2024
Q1 | $901K | Sell |
15,618
-827
| -5% | -$49.5K | 0.01% | 580 |
|
|
2023
Q4 | $1.12M | Buy |
16,445
+12,892
| +363% | +$778K | 0.01% | 532 |
|
|
2023
Q3 | $202K | Sell |
3,553
-141
| -4% | -$8.24K | ﹤0.01% | 802 |
|
|
2023
Q2 | $220K | Sell |
3,694
-1,586
| -30% | -$94.6K | ﹤0.01% | 832 |
|
|
2023
Q1 | $335K | Sell |
5,280
-1,786
| -25% | -$115K | ﹤0.01% | 795 |
|
|
2022
Q4 | $438K | Sell |
7,066
-337
| -5% | -$19K | ﹤0.01% | 784 |
|
|
2022
Q3 | $370K | Buy |
7,403
+747
| +11% | +$39.6K | ﹤0.01% | 847 |
|
|
2022
Q2 | $374K | Sell |
6,656
-2,033
| -23% | -$126K | ﹤0.01% | 876 |
|
|
2022
Q1 | $599K | Buy |
8,689
+2,696
| +45% | +$164K | ﹤0.01% | 792 |
|
|
2021
Q4 | $323K | Buy |
5,993
+768
| +15% | +$38.4K | ﹤0.01% | 1005 |
|
|
2021
Q3 | $249K | Sell |
5,225
-76
| -1% | -$4.64K | ﹤0.01% | 1074 |
|
|
2021
Q2 | $344K | Buy |
5,301
+168
| +3% | +$11.1K | ﹤0.01% | 981 |
|
|
2021
Q1 | $318K | Sell |
5,133
-232
| -4% | -$14.9K | ﹤0.01% | 968 |
|
|
2020
Q4 | $313K | Sell |
5,365
-292
| -5% | -$14.6K | ﹤0.01% | 979 |
|
|
2020
Q3 | $261K | Buy |
5,657
+430
| +8% | +$20.7K | ﹤0.01% | 994 |
|
|
2020
Q2 | $232K | Buy |
+5,227
| New | +$205K | ﹤0.01% | 1056 |
|
|
2020
Q1 | – | Sell |
-22,001
| Closed | -$1.07M | – | 1207 |
|
|
2019
Q4 | $1.07M | Buy |
22,001
+14,699
| +201% | +$668K | 0.01% | 748 |
|
|
2019
Q3 | $322K | Sell |
7,302
-21,039
| -74% | -$983K | ﹤0.01% | 1059 |
|
|
2019
Q2 | $1.47M | Buy |
28,341
+3,228
| +13% | +$156K | 0.01% | 698 |
|
|
2019
Q1 | $1.23M | Sell |
25,113
-511
| -2% | -$23.3K | 0.01% | 724 |
|
|
2018
Q4 | $1.1M | Buy |
25,624
+3,364
| +15% | +$141K | 0.01% | 689 |
|
|
2018
Q3 | $990K | Sell |
22,260
-286
| -1% | -$12.4K | 0.01% | 783 |
|
|
2018
Q2 | $1.01M | Buy |
22,546
+4,065
| +22% | +$176K | 0.01% | 761 |
|
|
2018
Q1 | $732K | Buy |
18,481
+4,315
| +30% | +$182K | 0.01% | 856 |
|
|
2017
Q4 | $581K | Buy |
14,166
+3,240
| +30% | +$122K | ﹤0.01% | 920 |
|
|
2017
Q3 | $395K | Buy |
10,926
+3,478
| +47% | +$127K | ﹤0.01% | 1030 |
|
|
2017
Q2 | $236K | Buy |
7,448
+1,258
| +20% | +$39.9K | ﹤0.01% | 1153 |
|
|
2017
Q1 | $201K | Buy |
+6,190
| New | +$214K | ﹤0.01% | 1182 |
|
|
2015
Q3 | – | Sell |
-6,401
| Closed | -$232K | – | 1248 |
|
|
2015
Q2 | $232K | Sell |
6,401
-1,216
| -16% | -$49.1K | ﹤0.01% | 1142 |
|
|
2015
Q1 | $330K | Sell |
7,617
-1,797
| -19% | -$73K | ﹤0.01% | 1040 |
|
|
2014
Q4 | $377K | Buy |
9,414
+503
| +6% | +$23.2K | 0.01% | 903 |
|
|
2014
Q3 | $444K | Buy |
+8,911
| New | +$518K | 0.01% | 818 |
|
|
2014
Q2 | – | Sell |
-8,422
| Closed | -$483K | – | 801 |
|
|
2014
Q1 | $483K | Buy |
8,422
+2,840
| +51% | +$159K | 0.01% | 641 |
|
|
2013
Q4 | $322K | Sell |
5,582
-7,375
| -57% | -$427K | 0.01% | 518 |
|
|
2013
Q3 | $729K | Sell |
12,957
-5,606
| -30% | -$305K | 0.02% | 384 |
|
|
2013
Q2 | $905K | Buy |
+18,563
| New | +$1.03M | 0.02% | 418 |
|
Other funds holding BHP
United Capital Financial Advisors's BHP Position: Q1 2026 in Review
United Capital Financial Advisors reduced its BHP (BHP) stake by 1.7% in Q1 2026, selling an estimated $20.1K and leaving 15,962 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #701.
United Capital Financial Advisors first reported a position in BHP in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.47M in Q2 2019. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.
- United Capital Financial Advisors held 15,962 shares of BHP worth $1.16M as of Q1 2026.
- United Capital Financial Advisors sold 284 BHP shares in Q1 2026, an estimated $20.1K.
- BHP made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #701 holding.
- United Capital Financial Advisors first reported a position in BHP in Q2 2013 and has held it in 44 quarters since.
- United Capital Financial Advisors's BHP position peaked at $1.47M in Q2 2019.
- 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.