Vise Technologies’s BHP BHP Stock Holding History

Vise Technologies’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.25M	Hold	37,241	–	–	0.04%	333
2025 Q4	$2.25M	Buy	37,241 +12,275	+49%	+$697K	0.04%	334
2025 Q3	$1.39M	Buy	24,966 +1,413	+6%	+$75.2K	0.05%	340
2025 Q2	$1.13M	Buy	+23,553	New	+$1.13M	0.05%	406
2024 Q4	$1.1M	Sell	22,574 -3,346	-13%	-$182K	0.09%	226
2024 Q3	$1.61M	Buy	25,920 +8,042	+45%	+$444K	0.2%	104
2024 Q2	$1.02M	Buy	17,878 +436	+2%	+$25.3K	0.18%	119
2024 Q1	$1.01M	Buy	17,442 +1,155	+7%	+$69.1K	0.2%	108
2023 Q4	$1.11M	Buy	16,287 +384	+2%	+$23.2K	0.24%	103
2023 Q3	$905K	Sell	15,903 -3,030	-16%	-$177K	0.22%	108
2023 Q2	$1.13M	Buy	18,933 +878	+5%	+$52.4K	0.27%	86
2023 Q1	$1.14M	Buy	18,055 +229	+1%	+$14.8K	0.3%	80
2022 Q4	$1.11M	Buy	17,826 +1,325	+8%	+$74.5K	0.35%	67
2022 Q3	$826K	Buy	16,501 +3,115	+23%	+$165K	0.31%	67
2022 Q2	$752K	Buy	13,386 +2,349	+21%	+$146K	0.29%	84
2022 Q1	$761K	Buy	+11,037	New	+$671K	0.29%	87

Other funds holding BHP

Fisher Asset Management

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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return