WealthShield Partners’s BP BP Stock Holding History

WealthShield Partners’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 Q1	$303K	Buy	+6,454	New	+$253K	0.03%	291
2025 Q4	–	Sell	-6,542	Closed	-$225K	–	570
2025 Q3	$225K	Buy	+6,542	New	+$219K	0.03%	314
2025 Q2	–	Sell	-6,542	Closed	-$221K	–	559
2025 Q1	$221K	Buy	+6,542	New	+$214K	0.03%	299
2024 Q4	–	Sell	-6,542	Closed	-$205K	–	496
2024 Q3	$205K	Hold	6,542	–	–	0.03%	294
2024 Q2	$236K	Hold	6,542	–	–	0.04%	262
2024 Q1	$247K	Hold	6,542	–	–	0.04%	248
2023 Q4	$232K	Buy	6,542 +95	+1%	+$3.48K	0.04%	262
2023 Q3	$250K	Hold	6,447	–	–	0.04%	269
2023 Q2	$228K	Buy	6,447 +55	+0.9%	+$2.04K	0.03%	278
2023 Q1	$243K	Hold	6,392	–	–	0.04%	272
2022 Q4	$223K	Buy	+6,392	New	+$213K	0.04%	275
2021 Q3	–	Sell	-5,701	Closed	-$151K	–	297
2021 Q2	$151K	Buy	5,701 +2	+0%	+$52	0.02%	297
2021 Q1	$139K	Buy	+5,699	New	+$137K	0.03%	301

Other funds holding BP

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WealthShield Partners's BP Position: Q1 2026 in Review

WealthShield Partners opened a new position in BP (BP) in Q1 2026: 6,454 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in BP as recently as Q3 2025.

WealthShield Partners first reported a position in BP in Q1 2021 and has held it in 13 quarters since. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

WealthShield Partners held 6,454 shares of BP worth $303K as of Q1 2026.
BP was a new WealthShield Partners position in Q1 2026.
BP made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #291 holding.
WealthShield Partners first reported a position in BP in Q1 2021 and has held it in 13 quarters since.
1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.