Uniting Wealth Partners
BP icon

Uniting Wealth Partners’s BP BP Stock Holding History

Uniting Wealth Partners’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
Q3 		$441K Buy
10,033
+2,630
+36% +$113K 0.09% 138
2026
Q2 		$274K Sell
7,403
-3,081
-29% -$135K 0.06% 163
2026
Q1 		$493K Sell
10,484
-344
-3% -$13.5K 0.1% 111
2025
Q4 		$376K Buy
10,828
+121
+1% +$4.24K 0.12% 99
2025
Q3 		$369K Buy
+10,707
New +$359K 0.09% 119
2025
Q2 		– Sell
-8,932
Closed -$302K – 117
2025
Q1 		$302K Buy
+8,932
New +$292K 0.15% 74

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Dimensional Fund Advisors
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State Street
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Caxton Associates (UK)
Caxton Associates (UK) London $4.84B AUM 42.87% 1-Year Est. Return

Uniting Wealth Partners's BP Position: Q3 2026 in Review

Uniting Wealth Partners increased its BP (BP) stake by 36% in Q3 2026, buying an estimated $113K and bringing the position to 10,033 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #138.

Uniting Wealth Partners first reported a position in BP in Q1 2025 and has held it in 6 quarters since. The position peaked at $493K in Q1 2026. 1,054 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Uniting Wealth Partners held 10,033 shares of BP worth $441K as of Q3 2026.
  • Uniting Wealth Partners bought 2,630 BP shares in Q3 2026, an estimated $113K.
  • BP made up 0.09% of Uniting Wealth Partners's portfolio in Q3 2026, its #138 holding.
  • Uniting Wealth Partners first reported a position in BP in Q1 2025 and has held it in 6 quarters since.
  • Uniting Wealth Partners's BP position peaked at $493K in Q1 2026.
  • 1,054 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Uniting Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.