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Wealth Dimensions Group’s BP BP Stock Holding History

Wealth Dimensions Group’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
Q2 		$286K Buy
7,738
+4
+0.1% +$176 0.05% 149
2026
Q1 		$363K Buy
7,734
+4
+0.1% +$157 0.07% 127
2025
Q4 		$268K Sell
7,730
-136
-2% -$4.77K 0.05% 140
2025
Q3 		$271K Buy
7,866
+5
+0.1% +$167 0.06% 148
2025
Q2 		$235K Buy
7,861
+105
+1% +$3.08K 0.05% 152
2025
Q1 		$262K Sell
7,756
-196
-2% -$6.4K 0.06% 136
2024
Q4 		$235K Buy
7,952
+197
+3% +$5.92K 0.06% 135
2024
Q3 		$243K Buy
7,755
+51
+0.7% +$1.73K 0.06% 131
2024
Q2 		$278K Buy
7,704
+3
+0% +$112 0.08% 114
2024
Q1 		$290K Sell
7,701
-1,683
-18% -$60.3K 0.09% 112
2023
Q4 		$332K Buy
9,384
+22
+0.2% +$806 0.11% 104
2023
Q3 		$362K Sell
9,362
-1,105
-11% -$41K 0.13% 94
2023
Q2 		$369K Buy
10,467
+3
+0% +$111 0.13% 95
2023
Q1 		$397K Buy
10,464
+17
+0.2% +$635 0.15% 88
2022
Q4 		$365K Buy
10,447
+684
+7% +$22.8K 0.15% 95
2022
Q3 		$279K Buy
9,763
+23
+0.2% +$684 0.14% 98
2022
Q2 		$276K Buy
9,740
+2
+0% +$61 0.13% 101
2022
Q1 		$286K Sell
9,738
-1,550
-14% -$47.3K 0.13% 108
2021
Q4 		$301K Hold
11,288
– – 0.15% 101
2021
Q3 		$309K Buy
11,288
+164
+1% +$4.11K 0.2% 99
2021
Q2 		$294K Hold
11,124
– – 0.2% 93
2021
Q1 		$271K Sell
11,124
-1,589
-12% -$38.3K 0.21% 92
2020
Q4 		$261K Buy
+12,713
New +$240K 0.23% 87

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealth Dimensions Group's BP Position: Q2 2026 in Review

Wealth Dimensions Group increased its BP (BP) stake by 0.05% in Q2 2026, buying an estimated $176 and bringing the position to 7,738 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #149.

Wealth Dimensions Group first reported a position in BP in Q4 2020 and has held it in 23 quarters since. The position peaked at $397K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Wealth Dimensions Group held 7,738 shares of BP worth $286K as of Q2 2026.
  • Wealth Dimensions Group bought 4 BP shares in Q2 2026, an estimated $176.
  • BP made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #149 holding.
  • Wealth Dimensions Group first reported a position in BP in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's BP position peaked at $397K in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.