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 Q2	–	Sell	-6,454	Closed	-$303K	–	411
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 $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthShield Partners's BP Position: Q2 2026 in Review

WealthShield Partners sold out of BP (BP) in Q2 2026, closing a stake of 6,454 shares — an estimated $303K sold.

WealthShield Partners first reported a position in BP in Q1 2021 and held it in 13 quarters. The position peaked at $303K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

WealthShield Partners reported no remaining BP position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 6,454 BP shares in Q2 2026, an estimated $303K.
WealthShield Partners first reported a position in BP in Q1 2021 and held it in 13 quarters.
WealthShield Partners's BP position peaked at $303K in Q1 2026.
1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.