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Waverly Advisors’s BHP BHP Stock Holding History

Waverly Advisors’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
Q2 		$15.1M Sell
180,690
-4,598
-2% -$382K 0.09% 216
2026
Q1 		$13.5M Sell
185,288
-2,087
-1% -$147K 0.1% 202
2025
Q4 		$11.3M Buy
+187,375
New +$10.6M 0.09% 213
2025
Q1 		– Sell
-25,366
Closed -$1.24M – 1111
2024
Q4 		$1.24M Sell
25,366
-5,818
-19% -$316K 0.02% 478
2024
Q3 		$1.94M Sell
31,184
-1,789
-5% -$98.8K 0.04% 336
2024
Q2 		$1.88M Buy
32,973
+1,320
+4% +$76.7K 0.04% 323
2024
Q1 		$1.83M Buy
31,653
+26,664
+534% +$1.6M 0.04% 268
2023
Q4 		$341K Buy
4,989
+766
+18% +$46.2K 0.01% 341
2023
Q3 		$240K Buy
+4,223
New +$247K 0.01% 362
2023
Q2 		– Sell
-3,192
Closed -$202K – 362
2023
Q1 		$202K Buy
+3,192
New +$206K 0.01% 278
2022
Q2 		– Sell
-3,239
Closed -$224K – 211
2022
Q1 		$224K Buy
+3,239
New +$197K 0.02% 183
2015
Q4 		– Sell
-53
Closed -$1K – 161
2015
Q3 		$1K Hold
53
– – ﹤0.01% 410
2015
Q2 		$2K Buy
+53
New +$2.14K ﹤0.01% 332
2014
Q4 		– Sell
-302
Closed -$15K – 449
2014
Q3 		$15K Buy
302
+132
+78% +$7.68K 0.01% 389
2014
Q2 		$10K Sell
170
-418
-71% -$24.6K ﹤0.01% 434
2014
Q1 		$34K Buy
588
+328
+126% +$18.4K 0.02% 254
2013
Q4 		$15K Buy
260
+149
+134% +$8.62K 0.01% 503
2013
Q3 		$6K Buy
+111
New +$6.04K ﹤0.01% 474

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverly Advisors's BHP Position: Q2 2026 in Review

Waverly Advisors reduced its BHP (BHP) stake by 2.5% in Q2 2026, selling an estimated $382K and leaving 180,690 shares worth $15.1M. The position accounts for 0.09% of the portfolio, ranked #216.

Waverly Advisors first reported a position in BHP in Q3 2013 and has held it in 18 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Waverly Advisors held 180,690 shares of BHP worth $15.1M as of Q2 2026.
  • Waverly Advisors sold 4,598 BHP shares in Q2 2026, an estimated $382K.
  • BHP made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #216 holding.
  • Waverly Advisors first reported a position in BHP in Q3 2013 and has held it in 18 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.