Wealth Enhancement Advisory Services
BHP icon

Wealth Enhancement Advisory Services’s BHP BHP Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.64M Sell
44,555
-10,793
-20% -$896K 0.01% 1204
2026
Q1 		$4.05M Sell
55,348
-27,027
-33% -$1.91M 0.01% 999
2025
Q4 		$5.34M Buy
82,375
+4,715
+6% +$268K 0.01% 975
2025
Q3 		$4.29M Buy
77,660
+2,067
+3% +$110K 0.01% 1023
2025
Q2 		$3.82M Buy
75,593
+2,513
+3% +$121K 0.01% 1019
2025
Q1 		$3.55M Buy
73,080
+521
+0.7% +$25.9K 0.01% 970
2024
Q4 		$3.54M Buy
72,559
+38,692
+114% +$2.1M 0.01% 928
2024
Q3 		$2.1M Buy
33,867
+14,700
+77% +$812K ﹤0.01% 1016
2024
Q2 		$1.09M Buy
19,167
+2,292
+14% +$133K ﹤0.01% 1238
2024
Q1 		$974K Sell
16,875
-1,963
-10% -$117K ﹤0.01% 1248
2023
Q4 		$1.29M Sell
18,838
-7,433
-28% -$449K ﹤0.01% 1063
2023
Q3 		$1.49M Buy
+26,271
New +$1.54M ﹤0.01% 962

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

Wealth Enhancement Advisory Services's BHP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its BHP (BHP) stake by 20% in Q2 2026, selling an estimated $896K and leaving 44,555 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #1204.

Wealth Enhancement Advisory Services first reported a position in BHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.34M in Q4 2025. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,555 shares of BHP worth $3.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 10,793 BHP shares in Q2 2026, an estimated $896K.
  • BHP made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1204 holding.
  • Wealth Enhancement Advisory Services first reported a position in BHP in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's BHP position peaked at $5.34M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.