WCG Wealth Advisors’s BHP BHP Stock Holding History

WCG Wealth 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	$2.82M	Buy	33,876 +4,473	+15%	+$371K	0.07%	253
2026 Q1	$2.14M	Buy	+29,403	New	+$2.08M	0.06%	262

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WCG Wealth Advisors's BHP Position: Q2 2026 in Review

WCG Wealth Advisors increased its BHP (BHP) stake by 15% in Q2 2026, buying an estimated $371K and bringing the position to 33,876 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #253.

WCG Wealth Advisors first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

WCG Wealth Advisors held 33,876 shares of BHP worth $2.82M as of Q2 2026.
WCG Wealth Advisors bought 4,473 BHP shares in Q2 2026, an estimated $371K.
BHP made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #253 holding.
WCG Wealth Advisors first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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